Filed January 9, 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 | $103,480 | $64,480+60.5% | $81,382+27.2% | $80,856+28.0% |
| Participation rate | 95.7% | 63.9%+31.8pp | 69.5%+26.2pp | 67.6%+28.0pp |
| Annual return | 10.06% | 16.34%-6.3pp | 24.73%-14.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $5,029 | $1,978+154.2% | $2,463+104.2% | $2,755+82.5% |
| Participant deferral / active EE | $6,540 | $3,094+111.4% | $3,883+68.4% | $4,296+52.3% |
| Admin fee / account holder | $36,639 | $5,671+546.1% | $5,768+535.2% | $6,918+429.6% |