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 | $100,154 | $80,968+23.7% | $96,544+3.7% | $75,163+33.2% |
| Participation rate | 81.8% | 71.8%+10.1pp | 76.0%+5.9pp | 67.2%+14.6pp |
| Annual return | 8.31% | 27.06%-18.8pp | 25.84%-17.5pp | 160.62%-152.3pp |
| Employer contribution / active EE | $6,541 | $2,282+186.7% | $2,965+120.6% | $2,670+145.0% |
| Participant deferral / active EE | $6,397 | $3,928+62.9% | $4,851+31.9% | $4,125+55.1% |
| Admin fee / account holder | $38,016 | $6,724+465.3% | $8,252+360.7% | $5,651+572.7% |