Filed June 14, 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 | $43,483 | $106,749-59.3% | $145,433-70.1% | $82,448-47.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.56% | 27.59%-17.0pp | 66.58%-56.0pp | 41.64%-31.1pp |
| Employer contribution / active EE | $3,346 | $3,444-2.9% | $4,554-26.5% | $2,551+31.2% |
| Participant deferral / active EE | $4,910 | $6,519-24.7% | $7,897-37.8% | $4,139+18.6% |
| Admin fee / account holder | $20,949 | $8,390+149.7% | $13,129+59.6% | $7,234+189.6% |