Filed June 22, 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 | $99,644 | $95,803+4.0% | $113,168-11.9% | $84,808+17.5% |
| Participation rate | 92.1% | 72.9%+19.2pp | 76.6%+15.5pp | 68.3%+23.8pp |
| Annual return | 10.45% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $2,617 | $2,360+10.9% | $2,975-12.0% | $2,631-0.5% |
| Participant deferral / active EE | $3,386 | $4,242-20.2% | $5,107-33.7% | $4,212-19.6% |
| Admin fee / account holder | $14,559 | $8,989+62.0% | $12,068+20.6% | $7,344+98.3% |