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 | $116,409 | $78,422+48.4% | $95,952+21.3% | $79,858+45.8% |
| Participation rate | 93.3% | 73.5%+19.8pp | 77.1%+16.3pp | 69.6%+23.7pp |
| Annual return | 1.43% | 19.37%-17.9pp | 91.61%-90.2pp | 31.71%-30.3pp |
| Employer contribution / active EE | $4,753 | $1,945+144.3% | $2,541+87.0% | $2,471+92.3% |
| Participant deferral / active EE | $6,747 | $3,440+96.1% | $4,167+61.9% | $3,740+80.4% |
| Admin fee / account holder | $1,956 | $5,622-65.2% | $6,795-71.2% | $5,306-63.1% |