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 | $160,341 | $59,101+171.3% | $77,163+107.8% | $75,163+113.3% |
| Participation rate | 94.1% | 63.9%+30.3pp | 69.6%+24.5pp | 67.2%+26.9pp |
| Annual return | 12.36% | 26.71%-14.4pp | 37.87%-25.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $3,811 | $1,995+91.0% | $2,535+50.3% | $2,670+42.7% |
| Participant deferral / active EE | $10,451 | $2,999+248.4% | $3,833+172.6% | $4,125+153.3% |
| Admin fee / account holder | $51,051 | $4,774+969.3% | $5,472+832.9% | $5,651+803.4% |