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 | $80,335 | $125,758-36.1% | $169,993-52.7% | $75,163+6.9% |
| Participation rate | 98.3% | 83.6%+14.7pp | 87.0%+11.3pp | 67.2%+31.1pp |
| Annual return | 11.39% | 27.20%-15.8pp | 53.37%-42.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,329 | $4,615-27.9% | $6,785-50.9% | $2,670+24.7% |
| Participant deferral / active EE | $5,327 | $6,837-22.1% | $10,408-48.8% | $4,125+29.1% |
| Admin fee / account holder | $10,917 | $8,173+33.6% | $12,815-14.8% | $5,651+93.2% |