Filed September 16, 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 | $93,376 | $109,359-14.6% | $162,163-42.4% | $72,985+27.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.43% | 25.46%-11.0pp | 115.59%-101.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $4,447 | $3,907+13.8% | $5,614-20.8% | $2,440+82.3% |
| Participant deferral / active EE | $3,062 | $5,481-44.1% | $7,298-58.0% | $3,607-15.1% |
| Admin fee / account holder | $27,064 | $7,972+239.5% | $10,843+149.6% | $5,124+428.1% |