Filed July 15, 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 | $53,396 | $165,335-67.7% | $149,696-64.3% | $158,922-66.4% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 3.37% | 348.15%-344.8pp | 276.60%-273.2pp | 302.83%-299.5pp |
| Employer contribution / active EE | $1,577 | $5,103-69.1% | $4,644-66.0% | $4,761-66.9% |
| Participant deferral / active EE | $3,438 | $7,181-52.1% | $6,842-49.8% | $5,982-42.5% |
| Admin fee / account holder | $22,447 | $10,807+107.7% | $9,309+141.1% | $11,246+99.6% |