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 6-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 | $162,646 | $95,453+70.4% | $112,040+45.2% | $82,448+97.3% |
| Participation rate | 81.6% | 72.8%+8.8pp | 76.5%+5.1pp | 68.1%+13.5pp |
| Annual return | 10.73% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,514 | $4,224-16.8% | $5,098-31.1% | $4,139-15.1% |
| Admin fee / account holder | $6,193 | $9,013-31.3% | $12,098-48.8% | $7,234-14.4% |