Filed July 28, 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 | $56,393 | $74,888-24.7% | $71,209-20.8% | $142,382-60.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 9.63% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,840 | $2,854-0.5% | $2,721+4.4% | $4,299-33.9% |
| Participant deferral / active EE | $4,235 | $4,454-4.9% | $4,175+1.4% | $6,507-34.9% |
| Admin fee / account holder | $2,444 | $5,568-56.1% | $5,349-54.3% | $12,624-80.6% |