Filed November 29, 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 | $55,388 | $109,413-49.4% | $156,263-64.6% | $84,808-34.7% |
| Participation rate | 96.6% | 72.7%+23.9pp | 78.9%+17.6pp | 68.3%+28.2pp |
| Annual return | 11.07% | 20.18%-9.1pp | 59.47%-48.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,923 | $2,907+35.0% | $4,333-9.5% | $2,631+49.1% |
| Participant deferral / active EE | $4,741 | $4,590+3.3% | $6,158-23.0% | $4,212+12.6% |
| Admin fee / account holder | $12,759 | $9,357+36.4% | $14,255-10.5% | $7,344+73.7% |