Filed March 1, 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 | $90,652 | $148,978-39.2% | $200,582-54.8% | $84,808+6.9% |
| Participation rate | 93.7% | 84.2%+9.4pp | 86.9%+6.8pp | 68.3%+25.3pp |
| Annual return | 13.01% | 28.16%-15.2pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,710 | $4,815-43.7% | $6,419-57.8% | $2,631+3.0% |
| Participant deferral / active EE | $4,460 | $7,142-37.6% | $9,331-52.2% | $4,212+5.9% |
| Admin fee / account holder | $7,566 | $13,977-45.9% | $16,305-53.6% | $7,344+3.0% |