Filed August 9, 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.
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 | $109,724 | $159,602-31.3% | $150,045-26.9% | $142,382-22.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.92% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $4,830 | $4,961-2.6% | $4,693+2.9% | $4,299+12.4% |
| Participant deferral / active EE | $13,282 | $8,310+59.8% | $7,997+66.1% | $6,507+104.1% |
| Admin fee / account holder | $21,001 | $14,846+41.5% | $13,435+56.3% | $12,624+66.4% |