Filed January 18, 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 | $94,426 | $77,899+21.2% | $149,673-36.9% | $75,163+25.6% |
| Participation rate | 96.7% | 65.6%+31.1pp | 78.8%+17.9pp | 67.2%+29.5pp |
| Annual return | 9.85% | 31.72%-21.9pp | 134.42%-124.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $4,847 | $3,137+54.5% | $4,818+0.6% | $2,670+81.6% |
| Participant deferral / active EE | $2,854 | $3,411-16.3% | $5,680-49.7% | $4,125-30.8% |
| Admin fee / account holder | $587 | $5,956-90.1% | $13,210-95.6% | $5,651-89.6% |