Filed January 6, 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 | $28,946 | $89,355-67.6% | $141,162-79.5% | $72,985-60.3% |
| Participation rate | 83.9% | 75.1%+8.8pp | 82.5%+1.4pp | 69.5%+14.4pp |
| Annual return | 15.99% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $770 | $3,114-75.3% | $4,735-83.7% | $2,440-68.4% |
| Participant deferral / active EE | $2,681 | $5,418-50.5% | $6,709-60.0% | $3,607-25.7% |
| Admin fee / account holder | $6,772 | $5,958+13.7% | $10,261-34.0% | $5,124+32.2% |