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 | $34,986 | $105,181-66.7% | $159,436-78.1% | $85,850-59.2% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 12.46% | 45.07%-32.6pp | 263.57%-251.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $711 | $3,318-78.6% | $4,829-85.3% | $2,565-72.3% |
| Participant deferral / active EE | $2,846 | $5,945-52.1% | $7,352-61.3% | $3,952-28.0% |
| Admin fee / account holder | $2,888 | $6,933-58.3% | $10,799-73.3% | $6,260-53.9% |