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 | $52,523 | $63,355-17.1% | $91,989-42.9% | $72,985-28.0% |
| Participation rate | 97.4% | 72.5%+24.9pp | 78.6%+18.7pp | 69.5%+27.9pp |
| Annual return | 4.13% | 35.35%-31.2pp | 69.02%-64.9pp | 81.00%-76.9pp |
| Employer contribution / active EE | $4,698 | $2,116+122.1% | $3,452+36.1% | $2,440+92.6% |
| Participant deferral / active EE | $3,102 | $4,883-36.5% | $5,923-47.6% | $3,607-14.0% |
| Admin fee / account holder | $9,842 | $4,668+110.8% | $7,743+27.1% | $5,124+92.1% |