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 | $67,612 | $47,848+41.3% | $81,478-17.0% | $70,131-3.6% |
| Participation rate | 89.5% | 58.3%+31.2pp | 68.0%+21.5pp | 69.5%+19.9pp |
| Annual return | 11.69% | 27.25%-15.6pp | 38.78%-27.1pp | 73.14%-61.4pp |
| Employer contribution / active EE | $3,205 | $1,527+109.8% | $2,568+24.8% | $2,342+36.8% |
| Participant deferral / active EE | $1,709 | $2,453-30.3% | $3,537-51.7% | $3,332-48.7% |
| Admin fee / account holder | $5,172 | $3,145+64.5% | $4,561+13.4% | $4,645+11.3% |