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 | $22,918 | $61,280-62.6% | $69,780-67.2% | $84,808-73.0% |
| Participation rate | 93.1% | 73.6%+19.5pp | 79.3%+13.8pp | 68.3%+24.8pp |
| Annual return | 11.25% | 12.93%-1.7pp | 26.31%-15.1pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,981 | $3,577-16.7% | $4,168-28.5% | $2,631+13.3% |
| Participant deferral / active EE | $1,315 | $3,756-65.0% | $6,164-78.7% | $4,212-68.8% |
| Admin fee / account holder | $1,602 | $6,026-73.4% | $7,285-78.0% | $7,344-78.2% |