Filed August 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 | $119,541 | $91,552+30.6% | $133,956-10.8% | $79,858+49.7% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | 8.06% | 61.85%-53.8pp | 45.09%-37.0pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,809 | $2,384-24.1% | $3,919-53.8% | $2,471-26.8% |
| Participant deferral / active EE | $3,944 | $3,733+5.7% | $5,048-21.9% | $3,740+5.5% |
| Admin fee / account holder | $15,564 | $6,321+146.2% | $8,927+74.3% | $5,306+193.3% |