Filed March 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 | $67,346 | $77,813-13.5% | $123,544-45.5% | $64,186+4.9% |
| Participation rate | 75.6% | 74.7%+0.9pp | 82.3%-6.7pp | 69.6%+6.0pp |
| Annual return | -9.33% | 12.48%-21.8pp | 119.20%-128.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $3,021 | $3,014+0.2% | $4,628-34.7% | $2,381+26.9% |
| Participant deferral / active EE | $7,429 | $5,240+41.8% | $6,426+15.6% | $3,470+114.1% |
| Admin fee / account holder | $1,926 | $5,519-65.1% | $9,284-79.3% | $4,888-60.6% |