Filed August 2, 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 | $46,673 | $56,277-17.1% | $80,975-42.4% | $62,891-25.8% |
| Participation rate | 84.0% | 69.0%+15.0pp | 75.8%+8.2pp | 69.3%+14.7pp |
| Annual return | -3.39% | 22.12%-25.5pp | 17.10%-20.5pp | 20.14%-23.5pp |
| Employer contribution / active EE | $2,517 | $1,943+29.5% | $3,714-32.2% | $2,281+10.3% |
| Participant deferral / active EE | $2,065 | $4,195-50.8% | $5,696-63.7% | $3,203-35.5% |
| Admin fee / account holder | $4,954 | $3,741+32.4% | $5,516-10.2% | $4,296+15.3% |