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 | $137,651 | $95,803+43.7% | $113,168+21.6% | $84,808+62.3% |
| Participation rate | 96.2% | 72.9%+23.3pp | 76.6%+19.6pp | 68.3%+27.8pp |
| Annual return | 7.90% | 25.00%-17.1pp | 24.27%-16.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $7,350 | $2,360+211.5% | $2,975+147.1% | $2,631+179.4% |
| Participant deferral / active EE | $9,368 | $4,242+120.8% | $5,107+83.4% | $4,212+122.4% |
| Admin fee / account holder | $46,038 | $8,989+412.2% | $12,068+281.5% | $7,344+526.9% |