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 | $193,946 | $80,968+139.5% | $96,544+100.9% | $75,163+158.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -7.17% | 27.06%-34.2pp | 25.84%-33.0pp | 160.62%-167.8pp |
| Employer contribution / active EE | $4,615 | $2,282+102.3% | $2,965+55.7% | $2,670+72.9% |
| Participant deferral / active EE | $9,955 | $3,928+153.4% | $4,851+105.2% | $4,125+141.3% |
| Admin fee / account holder | $327 | $6,724-95.1% | $8,252-96.0% | $5,651-94.2% |