Filed June 14, 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 | $65,887 | $110,094-40.2% | $151,611-56.5% | $68,494-3.8% |
| Participation rate | 85.3% | 84.0%+1.3pp | 87.5%-2.2pp | 67.9%+17.4pp |
| Annual return | -18.50% | -10.12%-8.4pp | 3.33%-21.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,917 | $4,471-57.1% | $6,166-68.9% | $2,596-26.2% |
| Participant deferral / active EE | $4,129 | $6,527-36.7% | $8,363-50.6% | $4,027+2.5% |
| Admin fee / account holder | $1,995 | $7,719-74.1% | $11,616-82.8% | $5,403-63.1% |