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 | $106,945 | $60,892+75.6% | $82,389+29.8% | $84,808+26.1% |
| Participation rate | 77.8% | 63.3%+14.5pp | 69.5%+8.2pp | 68.3%+9.5pp |
| Annual return | 6.91% | 37.29%-30.4pp | 28.67%-21.8pp | 40.90%-34.0pp |
| Employer contribution / active EE | $4,842 | $1,779+172.1% | $2,517+92.4% | $2,631+84.0% |
| Participant deferral / active EE | $4,570 | $3,179+43.8% | $4,155+10.0% | $4,212+8.5% |
| Admin fee / account holder | $8,472 | $5,467+55.0% | $7,231+17.2% | $7,344+15.4% |