Filed May 10, 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 | $56,798 | $100,773-43.6% | $88,946-36.1% | $142,382-60.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.56% | 70.18%-59.6pp | 57.82%-47.3pp | 217.08%-206.5pp |
| Employer contribution / active EE | $5,588 | $2,918+91.5% | $2,555+118.7% | $4,299+30.0% |
| Participant deferral / active EE | $4,838 | $5,230-7.5% | $4,581+5.6% | $6,507-25.7% |
| Admin fee / account holder | $36,738 | $9,693+279.0% | $8,261+344.7% | $12,624+191.0% |