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 | $107,388 | $148,978-27.9% | $200,582-46.5% | $84,808+26.6% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.6pp | 68.3%+26.1pp |
| Annual return | 8.74% | 28.16%-19.4pp | 42.33%-33.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $5,141 | $4,815+6.8% | $6,419-19.9% | $2,631+95.4% |
| Participant deferral / active EE | $2,657 | $7,142-62.8% | $9,331-71.5% | $4,212-36.9% |
| Admin fee / account holder | $5,486 | $13,977-60.7% | $16,305-66.4% | $7,344-25.3% |