Filed January 19, 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 8-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 | $83,233 | $79,523+4.7% | $140,016-40.6% | $56,287+47.9% |
| Participation rate | 94.1% | 85.7%+8.4pp | 87.5%+6.6pp | 69.9%+24.3pp |
| Annual return | -7.74% | 2.39%-10.1pp | 651.12%-658.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,551 | $3,350-23.9% | $5,606-54.5% | $2,111+20.8% |
| Participant deferral / active EE | $3,079 | $5,129-40.0% | $6,927-55.5% | $3,350-8.1% |
| Admin fee / account holder | $2,485 | $614+304.6% | $10,705-76.8% | $521+377.1% |