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 | $90,685 | $125,758-27.9% | $169,993-46.7% | $75,163+20.7% |
| Participation rate | 94.4% | 83.6%+10.9pp | 87.0%+7.4pp | 67.2%+27.3pp |
| Annual return | 10.23% | 27.20%-17.0pp | 53.37%-43.1pp | 160.62%-150.4pp |
| Employer contribution / active EE | $4,298 | $4,615-6.9% | $6,785-36.7% | $2,670+61.0% |
| Participant deferral / active EE | $2,954 | $6,837-56.8% | $10,408-71.6% | $4,125-28.4% |
| Admin fee / account holder | $11,587 | $8,173+41.8% | $12,815-9.6% | $5,651+105.1% |