Filed July 29, 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 | $169,205 | $99,020+70.9% | $86,590+95.4% | $147,584+14.7% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 7.82% | 1312.34%-1304.5pp | 964.84%-957.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $8,654 | $3,132+176.3% | $2,839+204.8% | $4,876+77.5% |
| Participant deferral / active EE | $9,075 | $3,972+128.5% | $3,609+151.5% | $5,439+66.9% |
| Admin fee / account holder | $2,274 | $5,710-60.2% | $4,906-53.6% | $10,885-79.1% |