Filed May 15, 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 | $106,338 | $123,793-14.1% | $177,821-40.2% | $79,858+33.2% |
| Participation rate | 82.8% | 84.7%-1.9pp | 87.7%-5.0pp | 69.6%+13.1pp |
| Annual return | 10.70% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $3,103 | $4,095-24.2% | $5,918-47.6% | $2,471+25.6% |
| Participant deferral / active EE | $4,188 | $5,956-29.7% | $7,714-45.7% | $3,740+12.0% |
| Admin fee / account holder | $11,926 | $7,243+64.7% | $12,427-4.0% | $5,306+124.8% |