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 | $23,610 | $49,791-52.6% | $78,210-69.8% | $70,131-66.3% |
| Participation rate | 82.1% | 62.3%+19.8pp | 68.7%+13.4pp | 69.5%+12.6pp |
| Annual return | 8.11% | 20.75%-12.6pp | 40.90%-32.8pp | 73.14%-65.0pp |
| Employer contribution / active EE | $651 | $1,430-54.4% | $2,034-68.0% | $2,342-72.2% |
| Participant deferral / active EE | $1,340 | $2,150-37.7% | $2,823-52.5% | $3,332-59.8% |
| Admin fee / account holder | $2,735 | $3,181-14.0% | $3,758-27.2% | $4,645-41.1% |