Filed January 25, 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 | $47,685 | $109,359-56.4% | $162,163-70.6% | $72,985-34.7% |
| Participation rate | 93.4% | 84.3%+9.2pp | 87.6%+5.9pp | 69.5%+23.9pp |
| Annual return | 17.19% | 25.46%-8.3pp | 115.59%-98.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $2,583 | $3,907-33.9% | $5,614-54.0% | $2,440+5.9% |
| Participant deferral / active EE | $2,755 | $5,481-49.7% | $7,298-62.3% | $3,607-23.6% |
| Admin fee / account holder | $1,397 | $7,972-82.5% | $10,843-87.1% | $5,124-72.7% |