Filed August 8, 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 | $116,837 | $64,707+80.6% | $112,228+4.1% | $68,494+70.6% |
| Participation rate | 93.9% | 67.2%+26.7pp | 75.1%+18.8pp | 67.9%+26.0pp |
| Annual return | -22.46% | -11.40%-11.1pp | 27.45%-49.9pp | -7.84%-14.6pp |
| Employer contribution / active EE | $7,590 | $2,746+176.4% | $3,635+108.8% | $2,596+192.4% |
| Participant deferral / active EE | $3,507 | $3,565-1.6% | $4,728-25.8% | $4,027-12.9% |
| Admin fee / account holder | $2,450 | $5,232-53.2% | $6,410-61.8% | $5,403-54.6% |