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 | $241,197 | $100,852+139.2% | $90,404+166.8% | $158,922+51.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.27% | 1724.20%-1719.9pp | 1293.02%-1288.7pp | 302.83%-298.6pp |
| Employer contribution / active EE | $20,372 | $3,689+452.3% | $3,262+524.5% | $4,761+327.9% |
| Participant deferral / active EE | $21,929 | $4,348+404.4% | $3,963+453.3% | $5,982+266.6% |
| Admin fee / account holder | $527 | $6,501-91.9% | $5,611-90.6% | $11,246-95.3% |