Filed July 6, 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 | $95,519 | $67,606+41.3% | $82,313+16.0% | $70,131+36.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.9%+19.1pp | 69.5%+26.5pp |
| Annual return | 8.62% | 21.57%-12.9pp | 25.88%-17.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $2,512 | $1,755+43.1% | $2,428+3.4% | $2,342+7.2% |
| Participant deferral / active EE | $3,884 | $2,987+30.0% | $3,706+4.8% | $3,332+16.6% |
| Admin fee / account holder | $11,118 | $4,512+146.4% | $5,608+98.3% | $4,645+139.3% |