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 | $128,601 | $123,793+3.9% | $177,821-27.7% | $79,858+61.0% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 9.95% | 22.82%-12.9pp | 48.32%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $6,036 | $4,095+47.4% | $5,918+2.0% | $2,471+144.3% |
| Participant deferral / active EE | $3,889 | $5,956-34.7% | $7,714-49.6% | $3,740+4.0% |
| Admin fee / account holder | $24,045 | $7,243+232.0% | $12,427+93.5% | $5,306+353.1% |