Filed January 8, 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 | $181,930 | $181,8940% | $156,549+16.2% | $273,961-33.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.04% | 30.74%-30.8pp | 32.23%-32.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $6,264 | $6,248+0.3% | $5,501+13.9% | $4,869+28.7% |
| Participant deferral / active EE | $4,871 | $5,550-12.2% | $4,8710% | $5,287-7.9% |
| Admin fee / account holder | $1,469 | $15,559-90.6% | $13,027-88.7% | $10,132-85.5% |