Filed April 2, 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 | $128,388 | $73,867+73.8% | $143,757-10.7% | $68,494+87.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.50% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,871 | $3,184+21.6% | $4,951-21.8% | $2,596+49.1% |
| Participant deferral / active EE | $7,749 | $3,384+128.9% | $5,637+37.5% | $4,027+92.4% |
| Admin fee / account holder | $7,425 | $5,755+29.0% | $14,673-49.4% | $5,403+37.4% |