Filed July 29, 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 | $80,713 | $82,664-2.4% | $125,339-35.6% | $68,494+17.8% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $10,114 | $3,381+199.1% | $4,814+110.1% | $2,596+289.6% |
| Participant deferral / active EE | $6,368 | $6,110+4.2% | $7,446-14.5% | $4,027+58.1% |
| Admin fee / account holder | $2,708 | $6,275-56.8% | $10,010-72.9% | $5,403-49.9% |