Filed January 9, 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 | $106,488 | $100,041+6.4% | $149,718-28.9% | $70,131+51.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 11.69% | 27.43%-15.7pp | 1501.63%-1489.9pp | 73.14%-61.5pp |
| Employer contribution / active EE | $4,534 | $3,662+23.8% | $5,445-16.7% | $2,342+93.5% |
| Participant deferral / active EE | $3,129 | $4,983-37.2% | $6,569-52.4% | $3,332-6.1% |
| Admin fee / account holder | $24,763 | $8,286+198.8% | $11,283+119.5% | $4,645+433.1% |