Filed July 7, 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 | $206,604 | $54,705+277.7% | $71,209+190.1% | $84,808+143.6% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 9.06% | 35.90%-26.8pp | 282.51%-273.4pp | 40.90%-31.8pp |
| Employer contribution / active EE | $6,130 | $2,158+184.1% | $2,721+125.3% | $2,631+133.0% |
| Participant deferral / active EE | $6,994 | $3,030+130.8% | $4,175+67.5% | $4,212+66.1% |
| Admin fee / account holder | $76,131 | $4,863+1465.4% | $5,349+1323.3% | $7,344+936.7% |