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 | $75,988 | $125,758-39.6% | $169,993-55.3% | $75,163+1.1% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 12.62% | 27.20%-14.6pp | 53.37%-40.8pp | 160.62%-148.0pp |
| Employer contribution / active EE | $3,080 | $4,615-33.3% | $6,785-54.6% | $2,670+15.4% |
| Participant deferral / active EE | $6,352 | $6,837-7.1% | $10,408-39.0% | $4,125+54.0% |
| Admin fee / account holder | $13,931 | $8,173+70.4% | $12,815+8.7% | $5,651+146.5% |