Filed August 30, 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 | $22,171 | $48,300-54.1% | $40,145,923-99.9% | $62,891-64.7% |
| Participation rate | 85.2% | 62.0%+23.1pp | 68.4%+16.8pp | 69.3%+15.9pp |
| Annual return | 2.78% | 6.95%-4.2pp | 5.24%-2.5pp | 20.14%-17.4pp |
| Employer contribution / active EE | $721 | $1,333-45.9% | $1,844-60.9% | $2,281-68.4% |
| Participant deferral / active EE | $1,443 | $2,388-39.6% | $2,591-44.3% | $3,203-55.0% |
| Admin fee / account holder | $4,544 | $2,919+55.7% | $2,903+56.5% | $4,296+5.8% |