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 | $180,190 | $89,753+100.8% | $107,525+67.6% | $84,808+112.5% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 9.95% | 29.48%-19.5pp | 181.32%-171.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,894 | $3,113-7.0% | $3,754-22.9% | $2,631+10.0% |
| Participant deferral / active EE | $3,475 | $4,056-14.3% | $5,116-32.1% | $4,212-17.5% |
| Admin fee / account holder | $48,079 | $7,222+565.7% | $8,919+439.1% | $7,344+554.7% |