Filed January 10, 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 | $62,179 | $95,453-34.9% | $112,040-44.5% | $82,448-24.6% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.5%+12.8pp | 68.1%+21.2pp |
| Annual return | 8.99% | 23.92%-14.9pp | 24.52%-15.5pp | 41.64%-32.7pp |
| Employer contribution / active EE | $2,169 | $2,318-6.4% | $2,954-26.6% | $2,551-15.0% |
| Participant deferral / active EE | $4,883 | $4,224+15.6% | $5,098-4.2% | $4,139+18.0% |
| Admin fee / account holder | $8,562 | $9,013-5.0% | $12,098-29.2% | $7,234+18.4% |