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 | $149,835 | $81,900+82.9% | $119,609+25.3% | $68,494+118.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -21.19% | -23.82%+2.6pp | -14.97%-6.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $7,744 | $2,693+187.5% | $4,232+83.0% | $2,596+198.3% |
| Participant deferral / active EE | $4,691 | $4,148+13.1% | $5,602-16.3% | $4,027+16.5% |
| Admin fee / account holder | $2,577 | $6,582-60.8% | $10,323-75.0% | $5,403-52.3% |