Filed August 1, 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 9-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 | $19,449 | $48,076-59.5% | $78,689-75.3% | $62,891-69.1% |
| Participation rate | 82.2% | 65.2%+17.0pp | 73.6%+8.7pp | 69.3%+12.9pp |
| Annual return | 3.12% | 31.35%-28.2pp | 62.18%-59.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $317 | $2,015-84.3% | $2,851-88.9% | $2,281-86.1% |
| Participant deferral / active EE | $1,267 | $2,588-51.0% | $3,517-64.0% | $3,203-60.4% |
| Admin fee / account holder | $1,331 | $3,207-58.5% | $4,510-70.5% | $4,296-69.0% |