Filed February 3, 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 | $73,709 | $58,208+26.6% | $81,812-9.9% | $80,856-8.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 5.63% | 41.66%-36.0pp | 773.79%-768.2pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,522 | $2,340-35.0% | $2,912-47.8% | $2,755-44.8% |
| Participant deferral / active EE | $4,733 | $3,281+44.3% | $4,319+9.6% | $4,296+10.2% |
| Admin fee / account holder | $4,955 | $4,981-0.5% | $7,386-32.9% | $6,918-28.4% |