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 | $189,196 | $112,096+68.8% | $95,952+97.2% | $158,922+19.0% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | -8.03% | 171.09%-179.1pp | 91.61%-99.6pp | 302.83%-310.9pp |
| Employer contribution / active EE | $3,572 | $3,198+11.7% | $2,541+40.6% | $4,761-25.0% |
| Participant deferral / active EE | $6,812 | $4,784+42.4% | $4,167+63.5% | $5,982+13.9% |
| Admin fee / account holder | $6,367 | $10,130-37.1% | $6,795-6.3% | $11,246-43.4% |