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 | $106,253 | $110,094-3.5% | $151,611-29.9% | $68,494+55.1% |
| Participation rate | 94.9% | 84.0%+10.9pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -20.76% | -10.12%-10.6pp | 3.33%-24.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $6,536 | $4,471+46.2% | $6,166+6.0% | $2,596+151.7% |
| Participant deferral / active EE | $3,104 | $6,527-52.4% | $8,363-62.9% | $4,027-22.9% |
| Admin fee / account holder | $925 | $7,719-88.0% | $11,616-92.0% | $5,403-82.9% |