Filed January 26, 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 | $96,144 | $76,367+25.9% | $93,606+2.7% | $72,985+31.7% |
| Participation rate | 70.7% | 71.7%-1.1pp | 75.8%-5.1pp | 69.5%+1.2pp |
| Annual return | 2.81% | 25.82%-23.0pp | 32.76%-30.0pp | 81.00%-78.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,793 | $3,538-21.1% | $4,069-31.3% | $3,607-22.6% |
| Admin fee / account holder | $4,197 | $6,838-38.6% | $7,888-46.8% | $5,124-18.1% |