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 | $88,993 | $123,793-28.1% | $177,821-50.0% | $79,858+11.4% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 8.32% | 22.82%-14.5pp | 48.32%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,438 | $4,095-64.9% | $5,918-75.7% | $2,471-41.8% |
| Participant deferral / active EE | $6,052 | $5,956+1.6% | $7,714-21.5% | $3,740+61.8% |
| Admin fee / account holder | $383 | $7,243-94.7% | $12,427-96.9% | $5,306-92.8% |