Filed April 26, 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 | $96,528 | $109,359-11.7% | $162,163-40.5% | $72,985+32.3% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 15.60% | 25.46%-9.9pp | 115.59%-100.0pp | 81.00%-65.4pp |
| Employer contribution / active EE | $4,807 | $3,907+23.0% | $5,614-14.4% | $2,440+97.0% |
| Participant deferral / active EE | $2,847 | $5,481-48.1% | $7,298-61.0% | $3,607-21.1% |
| Admin fee / account holder | $4,357 | $7,972-45.3% | $10,843-59.8% | $5,124-15.0% |