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 | $62,739 | $68,346-8.2% | $94,646-33.7% | $75,163-16.5% |
| Participation rate | 93.9% | 76.1%+17.8pp | 80.8%+13.1pp | 67.2%+26.7pp |
| Annual return | 15.47% | 616.93%-601.5pp | 156.71%-141.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $6,308 | $2,701+133.6% | $3,672+71.8% | $2,670+136.3% |
| Participant deferral / active EE | $6,560 | $6,537+0.4% | $7,418-11.6% | $4,125+59.0% |
| Admin fee / account holder | $4,920 | $5,326-7.6% | $7,231-32.0% | $5,651-12.9% |