Filed April 4, 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 | $52,499 | $89,355-41.2% | $141,162-62.8% | $72,985-28.1% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 5.18% | 111.85%-106.7pp | 71.39%-66.2pp | 81.00%-75.8pp |
| Employer contribution / active EE | $2,488 | $3,114-20.1% | $4,735-47.5% | $2,440+2.0% |
| Participant deferral / active EE | $5,188 | $5,418-4.2% | $6,709-22.7% | $3,607+43.8% |
| Admin fee / account holder | $1,064 | $5,958-82.1% | $10,261-89.6% | $5,124-79.2% |