Filed July 12, 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 | $170,897 | $81,208+110.4% | $98,907+72.8% | $79,858+114.0% |
| Participation rate | 95.7% | 72.5%+23.1pp | 76.0%+19.6pp | 69.6%+26.0pp |
| Annual return | 6.48% | 60.99%-54.5pp | 196.43%-190.0pp | 31.71%-25.2pp |
| Employer contribution / active EE | $5,547 | $1,960+183.0% | $2,689+106.3% | $2,471+124.5% |
| Participant deferral / active EE | $5,371 | $3,265+64.5% | $4,244+26.5% | $3,740+43.6% |
| Admin fee / account holder | $7,528 | $6,013+25.2% | $6,642+13.3% | $5,306+41.9% |