Filed July 19, 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 | $146,032 | $123,793+18.0% | $177,821-17.9% | $79,858+82.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.14% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $7,328 | $4,095+78.9% | $5,918+23.8% | $2,471+196.6% |
| Participant deferral / active EE | $5,917 | $5,956-0.7% | $7,714-23.3% | $3,740+58.2% |
| Admin fee / account holder | $16,875 | $7,243+133.0% | $12,427+35.8% | $5,306+218.0% |