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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,314 | $130,194-49.8% | $169,993-61.6% | $71,457-8.6% |
| Participation rate | 97.4% | 86.1%+11.2pp | 87.0%+10.4pp | 67.9%+29.4pp |
| Annual return | 11.28% | 20.37%-9.1pp | 53.37%-42.1pp | 28.85%-17.6pp |
| Employer contribution / active EE | $3,344 | $4,381-23.7% | $6,785-50.7% | $2,588+29.2% |
| Participant deferral / active EE | $4,179 | $6,923-39.6% | $10,408-59.8% | $4,289-2.6% |
| Admin fee / account holder | $371 | $966-61.6% | $12,815-97.1% | $1,587-76.6% |