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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $107,060 | $137,414-22.1% | $189,513-43.5% | $85,850+24.7% |
| Participation rate | 87.2% | 84.6%+2.6pp | 87.8%-0.6pp | 69.3%+17.9pp |
| Annual return | 6.82% | 38.14%-31.3pp | 555.15%-548.3pp | 318.53%-311.7pp |
| Employer contribution / active EE | $2,671 | $4,344-38.5% | $6,162-56.7% | $2,565+4.1% |
| Participant deferral / active EE | $2,649 | $6,260-57.7% | $8,221-67.8% | $3,952-33.0% |
| Admin fee / account holder | $2,124 | $8,630-75.4% | $12,045-82.4% | $6,260-66.1% |