Filed January 23, 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 | $83,461 | $198,466-57.9% | $170,442-51.0% | $147,584-43.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.77% | 257.29%-248.5pp | 205.93%-197.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $5,535 | $6,184-10.5% | $5,433+1.9% | $4,876+13.5% |
| Participant deferral / active EE | $5,055 | $5,629-10.2% | $4,939+2.3% | $5,439-7.1% |
| Admin fee / account holder | $1,620 | $16,852-90.4% | $13,880-88.3% | $10,885-85.1% |