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 | $56,683 | $64,324-11.9% | $118,925-52.3% | $79,858-29.0% |
| Participation rate | 84.0% | 64.9%+19.1pp | 75.4%+8.6pp | 69.6%+14.4pp |
| Annual return | -2.39% | 86.45%-88.8pp | 35.88%-38.3pp | 31.71%-34.1pp |
| Employer contribution / active EE | $2,168 | $1,836+18.1% | $3,263-33.6% | $2,471-12.3% |
| Participant deferral / active EE | $3,639 | $2,824+28.9% | $4,265-14.7% | $3,740-2.7% |
| Admin fee / account holder | $27,264 | $4,040+574.9% | $6,581+314.3% | $5,306+413.8% |