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 9-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 | $106,337 | $101,724+4.5% | $164,813-35.5% | $80,856+31.5% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.4pp |
| Annual return | 7.74% | 16.72%-9.0pp | 69.93%-62.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $5,405 | $2,953+83.0% | $4,341+24.5% | $2,755+96.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,742 | $8,227-78.8% | $12,690-86.3% | $6,918-74.8% |