Filed July 21, 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 | $85,032 | $56,277+51.1% | $80,975+5.0% | $62,891+35.2% |
| Participation rate | 81.6% | 69.0%+12.6pp | 75.8%+5.8pp | 69.3%+12.3pp |
| Annual return | -0.96% | 22.12%-23.1pp | 17.10%-18.1pp | 20.14%-21.1pp |
| Employer contribution / active EE | $2,260 | $1,943+16.3% | $3,714-39.1% | $2,281-0.9% |
| Participant deferral / active EE | $3,861 | $4,195-8.0% | $5,696-32.2% | $3,203+20.5% |
| Admin fee / account holder | $6,237 | $3,741+66.7% | $5,516+13.1% | $4,296+45.2% |