Filed March 15, 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 | $132,174 | $95,803+38.0% | $113,168+16.8% | $84,808+55.9% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 4.08% | 25.00%-20.9pp | 24.27%-20.2pp | 40.90%-36.8pp |
| Employer contribution / active EE | $1,121 | $2,360-52.5% | $2,975-62.3% | $2,631-57.4% |
| Participant deferral / active EE | $4,378 | $4,242+3.2% | $5,107-14.3% | $4,212+3.9% |
| Admin fee / account holder | $5,827 | $8,989-35.2% | $12,068-51.7% | $7,344-20.7% |