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 | $70,573 | $87,841-19.7% | $133,980-47.3% | $62,891+12.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 87.1%-1.4pp | 69.3%+16.4pp |
| Annual return | 4.41% | 12.05%-7.6pp | 29.30%-24.9pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,544 | $3,483-55.7% | $5,211-70.4% | $2,281-32.3% |
| Participant deferral / active EE | $4,243 | $4,812-11.8% | $6,282-32.5% | $3,203+32.5% |
| Admin fee / account holder | $9,571 | $5,371+78.2% | $9,324+2.6% | $4,296+122.8% |