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 | $196,505 | $72,492+171.1% | $87,100+125.6% | $72,985+169.2% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 3.80% | 24.46%-20.7pp | 28.19%-24.4pp | 81.00%-77.2pp |
| Employer contribution / active EE | $3,148 | $1,894+66.2% | $2,521+24.9% | $2,440+29.0% |
| Participant deferral / active EE | $5,826 | $3,270+78.2% | $4,049+43.9% | $3,607+61.5% |
| Admin fee / account holder | $24,765 | $5,055+389.9% | $7,497+230.4% | $5,124+383.3% |