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 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 | $122,794 | $202,318-39.3% | $172,739-28.9% | $152,861-19.7% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.4%+4.5pp |
| Annual return | 2.24% | 1029.65%-1027.4pp | 802.84%-800.6pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,967 | $5,856-49.3% | $5,143-42.3% | $4,762-37.7% |
| Participant deferral / active EE | $3,363 | $5,948-43.5% | $5,198-35.3% | $5,850-42.5% |
| Admin fee / account holder | $73,942 | $17,109+332.2% | $13,954+429.9% | $11,596+537.6% |