Filed January 27, 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 | $93,317 | $102,317-8.8% | $146,958-36.5% | $80,856+15.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.74% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,922 | $3,713-21.3% | $4,933-40.8% | $2,755+6.1% |
| Participant deferral / active EE | $7,569 | $6,644+13.9% | $8,070-6.2% | $4,296+76.2% |
| Admin fee / account holder | $34,957 | $7,941+340.2% | $12,998+168.9% | $6,918+405.3% |