Filed March 15, 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 | $93,552 | $62,573+49.5% | $85,682+9.2% | $85,850+9.0% |
| Participation rate | 93.9% | 61.1%+32.8pp | 69.9%+24.1pp | 69.3%+24.6pp |
| Annual return | 10.38% | 23.77%-13.4pp | 21.49%-11.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $5,613 | $1,757+219.5% | $2,618+114.4% | $2,565+118.8% |
| Participant deferral / active EE | $4,936 | $2,802+76.1% | $3,923+25.8% | $3,952+24.9% |
| Admin fee / account holder | $1,140 | $4,640-75.4% | $6,873-83.4% | $6,260-81.8% |