Filed May 20, 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 | $76,835 | $70,756+8.6% | $65,493+17.3% | $142,382-46.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 9.78% | 1754.89%-1745.1pp | 982.45%-972.7pp | 217.08%-207.3pp |
| Employer contribution / active EE | $8,989 | $2,881+212.1% | $2,574+249.2% | $4,299+109.1% |
| Participant deferral / active EE | $8,443 | $4,637+82.1% | $3,961+113.1% | $6,507+29.7% |
| Admin fee / account holder | $232,424 | $6,559+3443.6% | $5,028+4522.4% | $12,624+1741.2% |