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 | $109,423 | $125,758-13.0% | $169,993-35.6% | $75,163+45.6% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.0%+0.1pp | 67.2%+19.9pp |
| Annual return | 12.67% | 27.20%-14.5pp | 53.37%-40.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,312 | $4,615-28.2% | $6,785-51.2% | $2,670+24.1% |
| Participant deferral / active EE | $6,333 | $6,837-7.4% | $10,408-39.1% | $4,125+53.5% |
| Admin fee / account holder | $9,763 | $8,173+19.5% | $12,815-23.8% | $5,651+72.8% |