Filed February 1, 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 | $68,315 | $59,839+14.2% | $81,983-16.7% | $79,858-14.5% |
| Participation rate | 95.8% | 61.6%+34.2pp | 69.2%+26.6pp | 69.6%+26.2pp |
| Annual return | 2.52% | 17.56%-15.0pp | 41.31%-38.8pp | 31.71%-29.2pp |
| Employer contribution / active EE | $3,208 | $1,713+87.2% | $2,498+28.4% | $2,471+29.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,087 | $4,287-4.7% | $5,664-27.8% | $5,306-23.0% |