Filed October 24, 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 | $111,822 | $86,286+29.6% | $111,297+0.5% | $85,850+30.3% |
| Participation rate | 97.3% | 73.3%+24.0pp | 77.3%+20.0pp | 69.3%+28.0pp |
| Annual return | 10.63% | 19.99%-9.4pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,027 | $2,043-0.8% | $2,731-25.8% | $2,565-21.0% |
| Participant deferral / active EE | $4,951 | $3,641+36.0% | $4,487+10.3% | $3,952+25.3% |
| Admin fee / account holder | $416 | $8,188-94.9% | $7,964-94.8% | $6,260-93.4% |