Filed January 16, 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 | $220,055 | $80,673+172.8% | $101,326+117.2% | $84,808+159.5% |
| Participation rate | 96.6% | 77.8%+18.8pp | 81.5%+15.1pp | 68.3%+28.2pp |
| Annual return | 11.24% | 38.95%-27.7pp | 36.82%-25.6pp | 40.90%-29.7pp |
| Employer contribution / active EE | $11,771 | $2,698+336.3% | $3,665+221.2% | $2,631+347.4% |
| Participant deferral / active EE | $0 | $6,840-100.0% | $7,994-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,194 | $12,784+50.1% | $11,185+71.6% | $7,344+161.4% |