Filed August 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 | $135,844 | $58,828+130.9% | $77,999+74.2% | $62,891+116.0% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 3.66% | 17.16%-13.5pp | 425.96%-422.3pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,003 | $1,672-40.0% | $2,470-59.4% | $2,281-56.0% |
| Participant deferral / active EE | $5,868 | $2,686+118.5% | $3,497+67.8% | $3,203+83.2% |
| Admin fee / account holder | $3,861 | $4,393-12.1% | $5,480-29.6% | $4,296-10.1% |