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 | $84,958 | $138,347-38.6% | $184,203-53.9% | $80,856+5.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 8.47% | 20.02%-11.6pp | 28.81%-20.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,837 | $4,850-62.1% | $6,427-71.4% | $2,755-33.3% |
| Participant deferral / active EE | $7,234 | $7,071+2.3% | $9,131-20.8% | $4,296+68.4% |
| Admin fee / account holder | $15,637 | $10,483+49.2% | $13,901+12.5% | $6,918+126.0% |