Filed June 14, 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 | $29,583 | $58,208-49.2% | $81,812-63.8% | $80,856-63.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 10.08% | 41.66%-31.6pp | 773.79%-763.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $827 | $2,340-64.7% | $2,912-71.6% | $2,755-70.0% |
| Participant deferral / active EE | $2,770 | $3,281-15.6% | $4,319-35.9% | $4,296-35.5% |
| Admin fee / account holder | $20,126 | $4,981+304.0% | $7,386+172.5% | $6,918+190.9% |