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 | $122,576 | $109,359+12.1% | $162,163-24.4% | $72,985+67.9% |
| Participation rate | 92.6% | 84.3%+8.3pp | 87.6%+5.0pp | 69.5%+23.1pp |
| Annual return | 16.07% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $5,677 | $3,907+45.3% | $5,614+1.1% | $2,440+132.7% |
| Participant deferral / active EE | $3,330 | $5,481-39.2% | $7,298-54.4% | $3,607-7.7% |
| Admin fee / account holder | $640 | $7,972-92.0% | $10,843-94.1% | $5,124-87.5% |