Filed March 30, 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 | $153,298 | $87,841+74.5% | $133,980+14.4% | $62,891+143.8% |
| Participation rate | 97.4% | 83.4%+14.0pp | 87.1%+10.3pp | 69.3%+28.1pp |
| Annual return | 5.05% | 12.05%-7.0pp | 29.30%-24.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,079 | $3,483+17.1% | $5,211-21.7% | $2,281+78.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,271 | $5,371-20.5% | $9,324-54.2% | $4,296-0.6% |