Filed July 26, 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 | $68,295 | $45,698+49.4% | $61,048+11.9% | $72,985-6.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.3%+20.7pp | 69.5%+30.5pp |
| Annual return | 13.35% | 20.14%-6.8pp | 26.18%-12.8pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,892 | $2,803+3.2% | $3,716-22.2% | $2,440+18.5% |
| Participant deferral / active EE | $4,803 | $3,264+47.1% | $4,470+7.4% | $3,607+33.1% |
| Admin fee / account holder | $15,601 | $3,347+366.1% | $3,728+318.5% | $5,124+204.5% |