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 | $111,881 | $60,124+86.1% | $90,404+23.8% | $79,858+40.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 8.65% | 71.94%-63.3pp | 1293.02%-1284.4pp | 31.71%-23.1pp |
| Employer contribution / active EE | $6,009 | $2,068+190.6% | $3,262+84.2% | $2,471+143.2% |
| Participant deferral / active EE | $5,526 | $2,938+88.1% | $3,963+39.4% | $3,740+47.7% |
| Admin fee / account holder | $24,547 | $3,976+517.3% | $5,611+337.5% | $5,306+362.6% |