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 | $102,862 | $109,359-5.9% | $162,163-36.6% | $72,985+40.9% |
| Participation rate | 88.1% | 84.3%+3.9pp | 87.6%+0.6pp | 69.5%+18.6pp |
| Annual return | 16.53% | 25.46%-8.9pp | 115.59%-99.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,215 | $3,907-43.3% | $5,614-60.5% | $2,440-9.2% |
| Participant deferral / active EE | $5,767 | $5,481+5.2% | $7,298-21.0% | $3,607+59.9% |
| Admin fee / account holder | $7,756 | $7,972-2.7% | $10,843-28.5% | $5,124+51.4% |