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 | $191,910 | $53,127+261.2% | $86,590+121.6% | $70,131+173.6% |
| Participation rate | 94.1% | 65.3%+28.8pp | 73.5%+20.6pp | 69.5%+24.6pp |
| Annual return | 10.73% | 27.66%-16.9pp | 964.84%-954.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,378 | $2,068+15.0% | $2,839-16.2% | $2,342+1.5% |
| Participant deferral / active EE | $7,837 | $2,696+190.7% | $3,609+117.2% | $3,332+135.2% |
| Admin fee / account holder | $9,146 | $3,585+155.1% | $4,906+86.4% | $4,645+96.9% |