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 | $175,830 | $148,978+18.0% | $200,582-12.3% | $84,808+107.3% |
| Participation rate | 95.7% | 84.2%+11.5pp | 86.9%+8.9pp | 68.3%+27.4pp |
| Annual return | 12.71% | 28.16%-15.5pp | 42.33%-29.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $4,300 | $4,815-10.7% | $6,419-33.0% | $2,631+63.4% |
| Participant deferral / active EE | $4,869 | $7,142-31.8% | $9,331-47.8% | $4,212+15.6% |
| Admin fee / account holder | $4,478 | $13,977-68.0% | $16,305-72.5% | $7,344-39.0% |