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 | $81,870 | $48,265+69.6% | $68,791+19.0% | $68,494+19.5% |
| Participation rate | 94.7% | 60.7%+34.1pp | 69.0%+25.7pp | 67.9%+26.8pp |
| Annual return | -19.95% | -12.71%-7.2pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $5,865 | $1,829+220.7% | $2,655+120.9% | $2,596+125.9% |
| Participant deferral / active EE | $5,547 | $2,867+93.5% | $3,941+40.8% | $4,027+37.8% |
| Admin fee / account holder | $4,939 | $4,355+13.4% | $4,932+0.1% | $5,403-8.6% |