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 | $35,513 | $60,349-41.2% | $74,183-52.1% | $62,891-43.5% |
| Participation rate | 72.1% | 72.7%-0.6pp | 76.6%-4.5pp | 69.3%+2.8pp |
| Annual return | -10.13% | 21.37%-31.5pp | 17.74%-27.9pp | 20.14%-30.3pp |
| Employer contribution / active EE | $757 | $1,680-54.9% | $2,370-68.1% | $2,281-66.8% |
| Participant deferral / active EE | $2,233 | $2,856-21.8% | $3,550-37.1% | $3,203-30.3% |
| Admin fee / account holder | $1,122 | $4,261-73.7% | $5,586-79.9% | $4,296-73.9% |