Filed August 29, 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 | $92,181 | $67,606+36.3% | $82,313+12.0% | $70,131+31.4% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 10.40% | 21.57%-11.2pp | 25.88%-15.5pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,611 | $1,755-8.2% | $2,428-33.7% | $2,342-31.2% |
| Participant deferral / active EE | $2,558 | $2,987-14.4% | $3,706-31.0% | $3,332-23.2% |
| Admin fee / account holder | $1,235 | $4,512-72.6% | $5,608-78.0% | $4,645-73.4% |