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 | $96,310 | $217,402-55.7% | $185,823-48.2% | $167,490-42.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.73% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $4,724 | $5,873-19.6% | $5,167-8.6% | $4,837-2.3% |
| Participant deferral / active EE | $6,419 | $6,356+1.0% | $5,568+15.3% | $6,341+1.2% |
| Admin fee / account holder | $1,240 | $19,811-93.7% | $16,237-92.4% | $12,309-89.9% |