Filed June 22, 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 | $190,573 | $54,705+248.4% | $71,209+167.6% | $84,808+124.7% |
| Participation rate | 98.3% | 64.1%+34.2pp | 73.8%+24.6pp | 68.3%+30.0pp |
| Annual return | 13.17% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,838 | $2,158+31.5% | $2,721+4.3% | $2,631+7.9% |
| Participant deferral / active EE | $8,992 | $3,030+196.7% | $4,175+115.4% | $4,212+113.5% |
| Admin fee / account holder | $18,247 | $4,863+275.2% | $5,349+241.2% | $7,344+148.5% |