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 | $39,916 | $107,334-62.8% | $92,893-57.0% | $152,861-73.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -6.40% | 145.58%-152.0pp | 109.41%-115.8pp | 345.32%-351.7pp |
| Employer contribution / active EE | $3,484 | $4,221-17.5% | $3,653-4.6% | $4,762-26.8% |
| Participant deferral / active EE | $1,951 | $4,845-59.7% | $4,236-54.0% | $5,850-66.7% |
| Admin fee / account holder | $620 | $7,079-91.2% | $5,794-89.3% | $11,596-94.7% |