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 | $109,006 | $138,347-21.2% | $184,203-40.8% | $80,856+34.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 9.76% | 20.02%-10.3pp | 28.81%-19.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,522 | $4,850-27.4% | $6,427-45.2% | $2,755+27.8% |
| Participant deferral / active EE | $6,342 | $7,071-10.3% | $9,131-30.5% | $4,296+47.6% |
| Admin fee / account holder | $10,651 | $10,483+1.6% | $13,901-23.4% | $6,918+54.0% |