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 | $42,378 | $60,124-29.5% | $90,404-53.1% | $79,858-46.9% |
| Participation rate | 75.7% | 65.0%+10.7pp | 72.7%+3.0pp | 69.6%+6.0pp |
| Annual return | 3.87% | 71.94%-68.1pp | 1293.02%-1289.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,853 | $2,068-10.4% | $3,262-43.2% | $2,471-25.0% |
| Participant deferral / active EE | $3,531 | $2,938+20.2% | $3,963-10.9% | $3,740-5.6% |
| Admin fee / account holder | $15,680 | $3,976+294.3% | $5,611+179.5% | $5,306+195.5% |