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 | $70,914 | $62,586+13.3% | $76,768-7.6% | $64,186+10.5% |
| Participation rate | 70.6% | 72.8%-2.2pp | 77.0%-6.4pp | 69.6%+1.0pp |
| Annual return | -8.16% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,965 | $1,832+7.3% | $2,485-20.9% | $2,381-17.5% |
| Participant deferral / active EE | $4,888 | $3,145+55.4% | $3,852+26.9% | $3,470+40.9% |
| Admin fee / account holder | $13,864 | $4,667+197.1% | $6,675+107.7% | $4,888+183.6% |