Filed April 13, 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 | $82,446 | $105,181-21.6% | $159,436-48.3% | $85,850-4.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.33% | 45.07%-32.7pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,325 | $3,318+0.2% | $4,829-31.2% | $2,565+29.6% |
| Participant deferral / active EE | $3,031 | $5,945-49.0% | $7,352-58.8% | $3,952-23.3% |
| Admin fee / account holder | $8,789 | $6,933+26.8% | $10,799-18.6% | $6,260+40.4% |