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 | $51,622 | $109,359-52.8% | $162,163-68.2% | $72,985-29.3% |
| Participation rate | 98.6% | 84.3%+14.3pp | 87.6%+11.0pp | 69.5%+29.1pp |
| Annual return | 12.83% | 25.46%-12.6pp | 115.59%-102.8pp | 81.00%-68.2pp |
| Employer contribution / active EE | $3,567 | $3,907-8.7% | $5,614-36.5% | $2,440+46.2% |
| Participant deferral / active EE | $3,328 | $5,481-39.3% | $7,298-54.4% | $3,607-7.8% |
| Admin fee / account holder | $4,580 | $7,972-42.5% | $10,843-57.8% | $5,124-10.6% |