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 | $70,256 | $64,324+9.2% | $118,925-40.9% | $79,858-12.0% |
| Participation rate | 94.7% | 64.9%+29.9pp | 75.4%+19.4pp | 69.6%+25.1pp |
| Annual return | 6.82% | 86.45%-79.6pp | 35.88%-29.1pp | 31.71%-24.9pp |
| Employer contribution / active EE | $1,169 | $1,836-36.4% | $3,263-64.2% | $2,471-52.7% |
| Participant deferral / active EE | $1,737 | $2,824-38.5% | $4,265-59.3% | $3,740-53.5% |
| Admin fee / account holder | $14,641 | $4,040+262.4% | $6,581+122.5% | $5,306+175.9% |