Filed March 15, 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 | $52,668 | $180,028-70.7% | $138,135-61.9% | $158,922-66.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 3.53% | 21.68%-18.2pp | 20.51%-17.0pp | 302.83%-299.3pp |
| Employer contribution / active EE | $9,370 | $7,470+25.4% | $5,587+67.7% | $4,761+96.8% |
| Participant deferral / active EE | $13,603 | $7,717+76.3% | $6,431+111.5% | $5,982+127.4% |
| Admin fee / account holder | $124,209 | $17,912+593.4% | $11,856+947.6% | $11,246+1004.5% |