Filed July 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 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 | $95,574 | $54,705+74.7% | $71,209+34.2% | $84,808+12.7% |
| Participation rate | 85.2% | 64.1%+21.1pp | 73.8%+11.4pp | 68.3%+16.9pp |
| Annual return | 8.55% | 35.90%-27.3pp | 282.51%-274.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,790 | $2,158+29.3% | $2,721+2.5% | $2,631+6.0% |
| Participant deferral / active EE | $2,761 | $3,030-8.9% | $4,175-33.9% | $4,212-34.4% |
| Admin fee / account holder | $2,238 | $4,863-54.0% | $5,349-58.2% | $7,344-69.5% |