Filed February 24, 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 | $40,823 | $58,208-29.9% | $81,812-50.1% | $80,856-49.5% |
| Participation rate | 81.7% | 63.4%+18.3pp | 72.3%+9.3pp | 67.6%+14.0pp |
| Annual return | 7.83% | 41.66%-33.8pp | 773.79%-766.0pp | 35.59%-27.8pp |
| Employer contribution / active EE | $3,913 | $2,340+67.2% | $2,912+34.4% | $2,755+42.0% |
| Participant deferral / active EE | $3,088 | $3,281-5.9% | $4,319-28.5% | $4,296-28.1% |
| Admin fee / account holder | $5,419 | $4,981+8.8% | $7,386-26.6% | $6,918-21.7% |