Filed January 6, 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 | $63,791 | $48,795+30.7% | $65,493-2.6% | $84,808-24.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 9.23% | 20.20%-11.0pp | 982.45%-973.2pp | 40.90%-31.7pp |
| Employer contribution / active EE | $3,339 | $1,930+73.1% | $2,574+29.7% | $2,631+26.9% |
| Participant deferral / active EE | $3,417 | $2,928+16.7% | $3,961-13.7% | $4,212-18.9% |
| Admin fee / account holder | $1,627 | $3,877-58.0% | $5,028-67.7% | $7,344-77.9% |