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 | $12,610 | $54,229-76.7% | $70,092-82.0% | $68,494-81.6% |
| Participation rate | 96.3% | 64.5%+31.8pp | 70.5%+25.8pp | 67.9%+28.4pp |
| Annual return | -22.19% | -13.87%-8.3pp | 190.73%-212.9pp | -7.84%-14.3pp |
| Employer contribution / active EE | $891 | $2,018-55.8% | $2,559-65.2% | $2,596-65.7% |
| Participant deferral / active EE | $2,502 | $2,956-15.4% | $3,849-35.0% | $4,027-37.9% |
| Admin fee / account holder | $2,318 | $4,694-50.6% | $6,267-63.0% | $5,403-57.1% |