Filed October 13, 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 | $55,495 | $43,075+28.8% | $74,583-25.6% | $62,891-11.8% |
| Participation rate | 96.4% | 58.1%+38.4pp | 68.1%+28.3pp | 69.3%+27.1pp |
| Annual return | 4.12% | 17.50%-13.4pp | 20.47%-16.3pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,079 | $1,498+105.6% | $2,525+21.9% | $2,281+35.0% |
| Participant deferral / active EE | $1,369 | $2,389-42.7% | $3,458-60.4% | $3,203-57.3% |
| Admin fee / account holder | $5,351 | $2,840+88.4% | $4,138+29.3% | $4,296+24.6% |