Filed August 28, 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 | $52,622 | $56,199-6.4% | $67,652-22.2% | $59,632-11.8% |
| Participation rate | 75.6% | 71.5%+4.1pp | 75.7%-0.1pp | 68.7%+6.9pp |
| Annual return | -3.62% | 18505.31%-18508.9pp | 6625.04%-6628.7pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $1,817 | $1,614+12.5% | $2,266-19.8% | $2,203-17.5% |
| Participant deferral / active EE | $4,285 | $2,844+50.7% | $3,560+20.4% | $3,192+34.3% |
| Admin fee / account holder | $11,359 | $3,958+187.0% | $4,821+135.6% | $4,297+164.4% |