Filed January 30, 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 | $75,453 | $58,851+28.2% | $115,157-34.5% | $72,985+3.4% |
| Participation rate | 92.6% | 65.5%+27.0pp | 75.9%+16.7pp | 69.5%+23.1pp |
| Annual return | 8.46% | 23.16%-14.7pp | 35.60%-27.1pp | 81.00%-72.5pp |
| Employer contribution / active EE | $1,998 | $1,798+11.1% | $3,179-37.1% | $2,440-18.1% |
| Participant deferral / active EE | $3,306 | $2,643+25.1% | $4,168-20.7% | $3,607-8.3% |
| Admin fee / account holder | $2,847 | $6,370-55.3% | $7,088-59.8% | $5,124-44.4% |