Filed July 26, 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 | $140,680 | $48,076+192.6% | $78,689+78.8% | $62,891+123.7% |
| Participation rate | 96.6% | 65.2%+31.3pp | 73.6%+23.0pp | 69.3%+27.2pp |
| Annual return | -1.34% | 31.35%-32.7pp | 62.18%-63.5pp | 20.14%-21.5pp |
| Employer contribution / active EE | $5,516 | $2,015+173.8% | $2,851+93.5% | $2,281+141.8% |
| Participant deferral / active EE | $11,285 | $2,588+336.1% | $3,517+220.9% | $3,203+252.3% |
| Admin fee / account holder | $14,687 | $3,207+357.9% | $4,510+225.6% | $4,296+241.9% |