Filed July 18, 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 | $56,811 | $109,413-48.1% | $156,263-63.6% | $84,808-33.0% |
| Participation rate | 96.8% | 72.7%+24.1pp | 78.9%+17.9pp | 68.3%+28.5pp |
| Annual return | 10.56% | 20.18%-9.6pp | 59.47%-48.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,030 | $2,907-64.6% | $4,333-76.2% | $2,631-60.8% |
| Participant deferral / active EE | $6,350 | $4,590+38.4% | $6,158+3.1% | $4,212+50.8% |
| Admin fee / account holder | $25,486 | $9,357+172.4% | $14,255+78.8% | $7,344+247.0% |