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 | $72,071-63.6% | $68,368-61.7% | $137,256-80.9% |
| Participation rate | 73.7% | 76.2%-2.6pp | 73.8%-0.1pp | 80.0%-6.3pp |
| Annual return | 7.14% | 353.14%-346.0pp | 292.57%-285.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $854 | $2,788-69.4% | $2,649-67.8% | $4,156-79.5% |
| Participant deferral / active EE | $1,889 | $4,410-57.2% | $4,123-54.2% | $6,407-70.5% |
| Admin fee / account holder | $25,931 | $5,336+386.0% | $5,150+403.5% | $12,270+111.3% |