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 | $72,201 | $123,793-41.7% | $177,821-59.4% | $79,858-9.6% |
| Participation rate | 98.3% | 84.7%+13.7pp | 87.7%+10.6pp | 69.6%+28.7pp |
| Annual return | 9.25% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $4,248 | $4,095+3.7% | $5,918-28.2% | $2,471+71.9% |
| Participant deferral / active EE | $4,804 | $5,956-19.3% | $7,714-37.7% | $3,740+28.5% |
| Admin fee / account holder | $3,426 | $7,243-52.7% | $12,427-72.4% | $5,306-35.4% |