Filed August 5, 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 | $47,466 | $60,349-21.3% | $74,183-36.0% | $62,891-24.5% |
| Participation rate | 71.0% | 72.7%-1.8pp | 76.6%-5.7pp | 69.3%+1.7pp |
| Annual return | 3.21% | 21.37%-18.2pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $382 | $1,680-77.3% | $2,370-83.9% | $2,281-83.3% |
| Participant deferral / active EE | $2,828 | $2,856-1.0% | $3,550-20.3% | $3,203-11.7% |
| Admin fee / account holder | $735 | $4,261-82.8% | $5,586-86.8% | $4,296-82.9% |