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.
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 | $92,701 | $185,822-50.1% | $169,993-45.5% | $139,434-33.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | -2.87% | 60.50%-63.4pp | 53.37%-56.2pp | 372.94%-375.8pp |
| Employer contribution / active EE | $2,553 | $7,590-66.4% | $6,785-62.4% | $4,751-46.3% |
| Participant deferral / active EE | $6,831 | $11,622-41.2% | $10,408-34.4% | $6,710+1.8% |
| Admin fee / account holder | $34,442 | $15,381+123.9% | $12,815+168.8% | $11,403+202.1% |