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 | $74,360 | $88,042-15.5% | $138,135-46.2% | $79,858-6.9% |
| Participation rate | 73.6% | 71.4%+2.2pp | 78.7%-5.1pp | 69.6%+4.0pp |
| Annual return | -6.17% | 20.58%-26.7pp | 20.51%-26.7pp | 31.71%-37.9pp |
| Employer contribution / active EE | $1,462 | $3,103-52.9% | $5,587-73.8% | $2,471-40.8% |
| Participant deferral / active EE | $3,432 | $4,704-27.1% | $6,431-46.6% | $3,740-8.2% |
| Admin fee / account holder | $5,417 | $7,791-30.5% | $11,856-54.3% | $5,306+2.1% |