Filed January 6, 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 | $113,801 | $94,529+20.4% | $140,016-18.7% | $64,186+77.3% |
| Participation rate | 79.1% | 84.1%-5.0pp | 87.5%-8.4pp | 69.6%+9.5pp |
| Annual return | -7.52% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,034 | $3,812-46.6% | $5,606-63.7% | $2,381-14.6% |
| Participant deferral / active EE | $5,382 | $5,250+2.5% | $6,927-22.3% | $3,470+55.1% |
| Admin fee / account holder | $4,145 | $6,741-38.5% | $10,705-61.3% | $4,888-15.2% |