Filed July 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 | $46,052 | $86,922-47.0% | $102,438-55.0% | $80,874-43.1% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 5.07% | 18.90%-13.8pp | 29.37%-24.3pp | 35.62%-30.5pp |
| Employer contribution / active EE | $4,701 | $2,369+98.4% | $3,024+55.5% | $2,756+70.6% |
| Participant deferral / active EE | $6,115 | $4,119+48.5% | $5,054+21.0% | $4,297+42.3% |
| Admin fee / account holder | $66,365 | $8,050+724.4% | $9,448+602.4% | $6,935+856.9% |