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 | $244,692 | $171,865+42.4% | $149,718+63.4% | $147,584+65.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.61% | 2113.22%-2106.6pp | 1501.63%-1495.0pp | 578.55%-571.9pp |
| Employer contribution / active EE | $5,563 | $6,275-11.3% | $5,445+2.2% | $4,876+14.1% |
| Participant deferral / active EE | $9,462 | $7,271+30.1% | $6,569+44.0% | $5,439+74.0% |
| Admin fee / account holder | $2,541 | $13,799-81.6% | $11,283-77.5% | $10,885-76.7% |