Filed March 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 | $92,996 | $148,978-37.6% | $200,582-53.6% | $84,808+9.7% |
| Participation rate | 85.2% | 84.2%+1.0pp | 86.9%-1.7pp | 68.3%+16.9pp |
| Annual return | 6.81% | 28.16%-21.3pp | 42.33%-35.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $2,123 | $4,815-55.9% | $6,419-66.9% | $2,631-19.3% |
| Participant deferral / active EE | $4,766 | $7,142-33.3% | $9,331-48.9% | $4,212+13.2% |
| Admin fee / account holder | $59,994 | $13,977+329.2% | $16,305+268.0% | $7,344+716.9% |