Filed January 12, 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 | $197,963 | $77,503+155.4% | $100,391+97.2% | $80,856+144.8% |
| Participation rate | 77.1% | 76.9%+0.1pp | 81.5%-4.4pp | 67.6%+9.4pp |
| Annual return | 9.54% | 37.20%-27.7pp | 49.20%-39.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,990 | $6,820-12.2% | $8,082-25.9% | $4,296+39.4% |
| Admin fee / account holder | $68,370 | $5,897+1059.4% | $7,899+765.5% | $6,918+888.3% |