Filed February 27, 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 | $23,841 | $95,416-75.0% | $185,823-87.2% | $85,850-72.2% |
| Participation rate | 88.1% | 68.8%+19.3pp | 81.7%+6.4pp | 69.3%+18.8pp |
| Annual return | 10.12% | 23.59%-13.5pp | 122.05%-111.9pp | 318.53%-308.4pp |
| Employer contribution / active EE | $2,262 | $3,314-31.7% | $5,167-56.2% | $2,565-11.8% |
| Participant deferral / active EE | $1,517 | $3,423-55.7% | $5,568-72.8% | $3,952-61.6% |
| Admin fee / account holder | $1,520 | $7,213-78.9% | $16,237-90.6% | $6,260-75.7% |