Filed July 20, 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 | $26,212 | $74,888-65.0% | $71,209-63.2% | $142,382-81.6% |
| Participation rate | 73.7% | 76.2%-2.5pp | 73.8%-0.1pp | 80.1%-6.4pp |
| Annual return | 7.14% | 345.14%-338.0pp | 282.51%-275.4pp | 217.08%-209.9pp |
| Employer contribution / active EE | $854 | $2,854-70.1% | $2,721-68.6% | $4,299-80.1% |
| Participant deferral / active EE | $1,889 | $4,454-57.6% | $4,175-54.8% | $6,507-71.0% |
| Admin fee / account holder | $25,931 | $5,568+365.7% | $5,349+384.8% | $12,624+105.4% |