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 | $55,129 | $64,348-14.3% | $90,160-38.9% | $70,131-21.4% |
| Participation rate | 85.4% | 70.4%+15.0pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 13.58% | 28.13%-14.6pp | 34.88%-21.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,506 | $2,046+71.4% | $3,318+5.7% | $2,342+49.7% |
| Participant deferral / active EE | $2,590 | $4,389-41.0% | $5,288-51.0% | $3,332-22.3% |
| Admin fee / account holder | $2,510 | $3,944-36.4% | $5,943-57.8% | $4,645-46.0% |