Filed July 30, 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 | $151,437 | $138,347+9.5% | $184,203-17.8% | $80,856+87.3% |
| Participation rate | 93.6% | 83.9%+9.7pp | 86.8%+6.8pp | 67.6%+26.0pp |
| Annual return | 10.84% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,190 | $4,850-13.6% | $6,427-34.8% | $2,755+52.1% |
| Participant deferral / active EE | $4,705 | $7,071-33.5% | $9,131-48.5% | $4,296+9.5% |
| Admin fee / account holder | $20,064 | $10,483+91.4% | $13,901+44.3% | $6,918+190.0% |