Filed August 29, 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 | $23,911 | $149,040-84.0% | $120,225-80.1% | $137,256-82.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 10.14% | 605.68%-595.5pp | 439.23%-429.1pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,674 | $4,350-38.5% | $3,475-23.1% | $4,156-35.7% |
| Participant deferral / active EE | $11,236 | $4,655+141.4% | $3,999+181.0% | $6,407+75.4% |
| Admin fee / account holder | $17,249 | $6,348+171.7% | $5,696+202.8% | $12,270+40.6% |