Filed January 13, 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 | $17,609 | $56,484-68.8% | $169,463-89.6% | $64,186-72.6% |
| Participation rate | 82.1% | 64.5%+17.6pp | 77.8%+4.4pp | 69.6%+12.6pp |
| Annual return | -10.84% | -1.55%-9.3pp | 1.83%-12.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,726 | $1,832-5.8% | $4,159-58.5% | $2,381-27.5% |
| Participant deferral / active EE | $3,422 | $3,448-0.8% | $5,277-35.1% | $3,470-1.4% |
| Admin fee / account holder | $2,628 | $4,174-37.0% | $9,109-71.1% | $4,888-46.2% |