Filed March 17, 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 | $83,002 | $99,652-16.7% | $78,778+5.4% | $147,584-43.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.87% | 47.28%-41.4pp | 35.62%-29.7pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,130 | $2,796-59.6% | $1,986-43.1% | $4,876-76.8% |
| Participant deferral / active EE | $5,285 | $3,664+44.3% | $2,958+78.7% | $5,439-2.8% |
| Admin fee / account holder | $14,504 | $7,155+102.7% | $5,134+182.5% | $10,885+33.2% |