Filed April 7, 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 | $82,753 | $103,376-19.9% | $87,100-5.0% | $152,861-45.9% |
| Participation rate | 81.0% | 79.3%+1.6pp | 76.9%+4.1pp | 82.4%-1.5pp |
| Annual return | 0.08% | 28.10%-28.0pp | 28.19%-28.1pp | 345.32%-345.2pp |
| Employer contribution / active EE | $651 | $3,220-79.8% | $2,521-74.2% | $4,762-86.3% |
| Participant deferral / active EE | $4,551 | $4,778-4.8% | $4,049+12.4% | $5,850-22.2% |
| Admin fee / account holder | $818 | $12,205-93.3% | $7,497-89.1% | $11,596-93.0% |