Filed July 3, 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 | $56,182 | $46,553+20.7% | $64,056-12.3% | $75,163-25.3% |
| Participation rate | 92.2% | 65.9%+26.2pp | 72.3%+19.9pp | 67.2%+25.0pp |
| Annual return | 0.82% | 26.03%-25.2pp | 33.69%-32.9pp | 160.62%-159.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,786 | $2,837+68.7% | $3,880+23.3% | $4,125+16.0% |
| Admin fee / account holder | $2,110 | $2,952-28.5% | $3,068-31.2% | $5,651-62.7% |