Filed February 23, 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 | $49,648 | $54,705-9.2% | $71,209-30.3% | $84,808-41.5% |
| Participation rate | 94.8% | 64.1%+30.7pp | 73.8%+21.1pp | 68.3%+26.5pp |
| Annual return | 13.34% | 35.90%-22.6pp | 282.51%-269.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,707 | $2,158-20.9% | $2,721-37.3% | $2,631-35.1% |
| Participant deferral / active EE | $6,175 | $3,030+103.8% | $4,175+47.9% | $4,212+46.6% |
| Admin fee / account holder | $6,495 | $4,863+33.5% | $5,349+21.4% | $7,344-11.6% |