Filed September 7, 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 | $145,633 | $57,281+154.2% | $86,612+68.1% | $75,163+93.8% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 11.51% | 2670.75%-2659.2pp | 591.07%-579.6pp | 160.62%-149.1pp |
| Employer contribution / active EE | $3,211 | $2,314+38.7% | $3,022+6.2% | $2,670+20.3% |
| Participant deferral / active EE | $9,803 | $3,318+195.5% | $4,438+120.9% | $4,125+137.6% |
| Admin fee / account holder | $68,511 | $4,112+1566.2% | $5,614+1120.3% | $5,651+1112.4% |