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 | $179,565 | $79,944+124.6% | $98,439+82.4% | $75,163+138.9% |
| Participation rate | 94.1% | 70.4%+23.7pp | 75.2%+19.0pp | 67.2%+26.9pp |
| Annual return | 11.87% | 19.75%-7.9pp | 21.16%-9.3pp | 160.62%-148.8pp |
| Employer contribution / active EE | $6,520 | $2,264+188.0% | $3,048+113.9% | $2,670+144.2% |
| Participant deferral / active EE | $8,057 | $3,752+114.7% | $4,738+70.1% | $4,125+95.3% |
| Admin fee / account holder | $25,070 | $6,840+266.5% | $8,948+180.2% | $5,651+343.7% |