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 | $51,638+85.1% | $68,368+39.8% | $82,448+15.9% |
| Participation rate | 85.2% | 63.6%+21.6pp | 73.8%+11.4pp | 68.1%+17.1pp |
| Annual return | 8.55% | 37.53%-29.0pp | 292.57%-284.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,790 | $2,047+36.3% | $2,649+5.3% | $2,551+9.4% |
| Participant deferral / active EE | $2,761 | $2,914-5.2% | $4,123-33.0% | $4,139-33.3% |
| Admin fee / account holder | $2,238 | $4,643-51.8% | $5,150-56.5% | $7,234-69.1% |