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 | $146,267-36.4% | $197,124-52.8% | $82,448+12.8% |
| Participation rate | 85.2% | 84.0%+1.2pp | 86.7%-1.5pp | 68.1%+17.1pp |
| Annual return | 6.81% | 29.61%-22.8pp | 44.34%-37.5pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,123 | $4,723-55.0% | $6,227-65.9% | $2,551-16.8% |
| Participant deferral / active EE | $4,766 | $7,035-32.2% | $9,135-47.8% | $4,139+15.1% |
| Admin fee / account holder | $59,994 | $14,422+316.0% | $16,298+268.1% | $7,234+729.3% |