Filed October 14, 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 | $75,890 | $90,503-16.1% | $78,689-3.6% | $273,961-72.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 1.02% | 75.60%-74.6pp | 62.18%-61.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,794 | $3,176-43.5% | $2,851-37.1% | $4,869-63.2% |
| Participant deferral / active EE | $2,553 | $3,901-34.6% | $3,517-27.4% | $5,287-51.7% |
| Admin fee / account holder | $1,282 | $5,263-75.6% | $4,510-71.6% | $10,132-87.3% |