Filed April 26, 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 | $71,284 | $60,124+18.6% | $90,404-21.1% | $79,858-10.7% |
| Participation rate | 97.9% | 65.0%+32.9pp | 72.7%+25.2pp | 69.6%+28.2pp |
| Annual return | 4.16% | 71.94%-67.8pp | 1293.02%-1288.9pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,639 | $2,068+27.6% | $3,262-19.1% | $2,471+6.8% |
| Participant deferral / active EE | $3,286 | $2,938+11.8% | $3,963-17.1% | $3,740-12.2% |
| Admin fee / account holder | $5,499 | $3,976+38.3% | $5,611-2.0% | $5,306+3.6% |