Filed April 27, 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 | $122,421 | $89,739+36.4% | $149,718-18.2% | $62,292+96.5% |
| Participation rate | 96.3% | 85.1%+11.2pp | 87.1%+9.2pp | 69.5%+26.7pp |
| Annual return | 12.11% | 21.01%-8.9pp | 1501.63%-1489.5pp | 28.90%-16.8pp |
| Employer contribution / active EE | $5,387 | $3,233+66.6% | $5,445-1.1% | $2,042+163.8% |
| Participant deferral / active EE | $4,643 | $4,797-3.2% | $6,569-29.3% | $3,169+46.5% |
| Admin fee / account holder | $14,822 | $551+2588.8% | $11,283+31.4% | $479+2992.1% |