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 | $51,470 | $109,359-52.9% | $162,163-68.3% | $72,985-29.5% |
| Participation rate | 98.5% | 84.3%+14.3pp | 87.6%+11.0pp | 69.5%+29.0pp |
| Annual return | 16.88% | 25.46%-8.6pp | 115.59%-98.7pp | 81.00%-64.1pp |
| Employer contribution / active EE | $4,331 | $3,907+10.8% | $5,614-22.8% | $2,440+77.5% |
| Participant deferral / active EE | $4,244 | $5,481-22.6% | $7,298-41.8% | $3,607+17.6% |
| Admin fee / account holder | $10,021 | $7,972+25.7% | $10,843-7.6% | $5,124+95.6% |