Filed January 10, 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 | $56,196 | $165,984-66.1% | $164,813-65.9% | $145,922-61.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 2.87% | 100.03%-97.2pp | 69.93%-67.1pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,393 | $5,273-73.6% | $4,341-67.9% | $4,660-70.1% |
| Participant deferral / active EE | $4,582 | $6,959-34.2% | $6,031-24.0% | $6,688-31.5% |
| Admin fee / account holder | $200,398 | $16,648+1103.8% | $12,690+1479.2% | $13,397+1395.8% |