Filed May 23, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,999 | $97,757-34.5% | $83,848-23.7% | $135,375-52.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.94% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,200 | $4,222-47.9% | $3,631-39.4% | $4,779-54.0% |
| Participant deferral / active EE | $3,612 | $4,682-22.9% | $4,082-11.5% | $5,609-35.6% |
| Admin fee / account holder | $5,000 | $6,674-25.1% | $5,478-8.7% | $10,827-53.8% |