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 | $95,208 | $138,347-31.2% | $184,203-48.3% | $80,856+17.7% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.6%+26.8pp |
| Annual return | 8.32% | 20.02%-11.7pp | 28.81%-20.5pp | 35.59%-27.3pp |
| Employer contribution / active EE | $4,943 | $4,850+1.9% | $6,427-23.1% | $2,755+79.4% |
| Participant deferral / active EE | $2,854 | $7,071-59.6% | $9,131-68.7% | $4,296-33.6% |
| Admin fee / account holder | $14,314 | $10,483+36.5% | $13,901+3.0% | $6,918+106.9% |