Filed July 9, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $242,922 | $201,259+20.7% | $184,200+31.9% | $145,959+66.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 8.27% | 28.98%-20.7pp | 28.80%-20.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $28,476 | $7,018+305.8% | $6,424+343.3% | $4,661+511.0% |
| Participant deferral / active EE | $2,946 | $9,806-70.0% | $9,132-67.7% | $6,689-56.0% |
| Admin fee / account holder | $1,106 | $16,372-93.2% | $13,907-92.1% | $13,398-91.7% |