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 | $155,664 | $138,347+12.5% | $184,203-15.5% | $80,856+92.5% |
| Participation rate | 80.6% | 83.9%-3.2pp | 86.8%-6.2pp | 67.6%+13.0pp |
| Annual return | 9.58% | 20.02%-10.4pp | 28.81%-19.2pp | 35.59%-26.0pp |
| Employer contribution / active EE | $5,809 | $4,850+19.8% | $6,427-9.6% | $2,755+110.9% |
| Participant deferral / active EE | $6,133 | $7,071-13.3% | $9,131-32.8% | $4,296+42.8% |
| Admin fee / account holder | $3,958 | $10,483-62.2% | $13,901-71.5% | $6,918-42.8% |