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 | $87,499 | $138,347-36.8% | $184,203-52.5% | $80,856+8.2% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 10.51% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $3,728 | $4,850-23.1% | $6,427-42.0% | $2,755+35.3% |
| Participant deferral / active EE | $5,625 | $7,071-20.4% | $9,131-38.4% | $4,296+31.0% |
| Admin fee / account holder | $11,711 | $10,483+11.7% | $13,901-15.8% | $6,918+69.3% |