Filed November 15, 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 | $94,960 | $109,359-13.2% | $162,163-41.4% | $72,985+30.1% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 12.94% | 25.46%-12.5pp | 115.59%-102.7pp | 81.00%-68.1pp |
| Employer contribution / active EE | $1,467 | $3,907-62.4% | $5,614-73.9% | $2,440-39.9% |
| Participant deferral / active EE | $5,880 | $5,481+7.3% | $7,298-19.4% | $3,607+63.0% |
| Admin fee / account holder | $4,868 | $7,972-38.9% | $10,843-55.1% | $5,124-5.0% |