Filed August 29, 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 | $53,119 | $73,981-28.2% | $105,722-49.8% | $62,891-15.5% |
| Participation rate | 70.3% | 71.7%-1.4pp | 78.9%-8.6pp | 69.3%+1.0pp |
| Annual return | -1.00% | 17.60%-18.6pp | 12.25%-13.2pp | 20.14%-21.1pp |
| Employer contribution / active EE | $1,091 | $2,856-61.8% | $4,079-73.3% | $2,281-52.2% |
| Participant deferral / active EE | $2,453 | $4,038-39.3% | $5,326-53.9% | $3,203-23.4% |
| Admin fee / account holder | $636 | $5,976-89.4% | $8,308-92.3% | $4,296-85.2% |