Filed February 21, 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 | $124,701 | $83,902+48.6% | $167,512-25.6% | $84,808+47.0% |
| Participation rate | 82.5% | 66.5%+16.0pp | 77.1%+5.4pp | 68.3%+14.1pp |
| Annual return | 10.79% | 91.55%-80.8pp | 1615.79%-1605.0pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,337 | $2,264-40.9% | $3,882-65.5% | $2,631-49.2% |
| Participant deferral / active EE | $7,874 | $4,442+77.2% | $6,405+22.9% | $4,212+87.0% |
| Admin fee / account holder | $23,142 | $7,915+192.4% | $9,769+136.9% | $7,344+215.1% |