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 | $122,121 | $78,705+55.2% | $117,854+3.6% | $70,131+74.1% |
| Participation rate | 76.4% | 73.2%+3.2pp | 79.7%-3.3pp | 69.5%+6.8pp |
| Annual return | 9.64% | 23.30%-13.7pp | 335.08%-325.4pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,473 | $3,297+66.0% | $4,482+22.1% | $3,332+64.3% |
| Admin fee / account holder | $11,773 | $5,065+132.4% | $8,020+46.8% | $4,645+153.4% |