Filed April 26, 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 | $106,704 | $123,793-13.8% | $177,821-40.0% | $79,858+33.6% |
| Participation rate | 96.6% | 84.7%+12.0pp | 87.7%+8.9pp | 69.6%+27.0pp |
| Annual return | 9.26% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $4,371 | $4,095+6.7% | $5,918-26.1% | $2,471+76.9% |
| Participant deferral / active EE | $3,353 | $5,956-43.7% | $7,714-56.5% | $3,740-10.3% |
| Admin fee / account holder | $3,665 | $7,243-49.4% | $12,427-70.5% | $5,306-30.9% |