Filed February 21, 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 | $102,980 | $181,894-43.4% | $156,549-34.2% | $273,961-62.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.14% | 30.74%-31.9pp | 32.23%-33.4pp | 41.45%-42.6pp |
| Employer contribution / active EE | $7,211 | $6,248+15.4% | $5,501+31.1% | $4,869+48.1% |
| Participant deferral / active EE | $7,181 | $5,550+29.4% | $4,871+47.4% | $5,287+35.8% |
| Admin fee / account holder | $191,067 | $15,559+1128.0% | $13,027+1366.7% | $10,132+1785.8% |