Filed August 2, 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 | $195,780 | $95,416+105.2% | $185,823+5.4% | $85,850+128.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.07% | 23.59%-16.5pp | 122.05%-115.0pp | 318.53%-311.5pp |
| Employer contribution / active EE | $5,676 | $3,314+71.3% | $5,167+9.8% | $2,565+121.3% |
| Participant deferral / active EE | $4,002 | $3,423+16.9% | $5,568-28.1% | $3,952+1.3% |
| Admin fee / account holder | $16,163 | $7,213+124.1% | $16,237-0.5% | $6,260+158.2% |