Filed June 28, 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 6-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 | $214,605 | $63,764+236.6% | $81,930+161.9% | $79,858+168.7% |
| Participation rate | 94.3% | 67.5%+26.8pp | 72.0%+22.3pp | 69.6%+24.7pp |
| Annual return | 7.66% | 22.66%-15.0pp | 29.49%-21.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,286 | $1,795+83.0% | $4,310-23.8% | $2,471+33.0% |
| Participant deferral / active EE | $9,659 | $2,780+247.4% | $7,107+35.9% | $3,740+158.3% |
| Admin fee / account holder | $29,433 | $4,426+565.0% | $5,158+470.6% | $5,306+454.7% |