Filed October 24, 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 | $93,444 | $32,888+184.1% | - | $70,131+33.2% |
| Participation rate | 97.4% | 57.8%+39.6pp | - | 69.5%+27.8pp |
| Annual return | 10.70% | 18.50%-7.8pp | - | 73.14%-62.4pp |
| Employer contribution / active EE | $5,698 | $2,171+162.5% | - | $2,342+143.3% |
| Participant deferral / active EE | $2,707 | $1,340+102.0% | - | $3,332-18.7% |
| Admin fee / account holder | $11,376 | $1,413+705.1% | - | $4,645+144.9% |