Filed July 15, 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 | $39,454 | $109,359-63.9% | $162,163-75.7% | $72,985-45.9% |
| Participation rate | 96.7% | 84.3%+12.4pp | 87.6%+9.1pp | 69.5%+27.2pp |
| Annual return | 13.03% | 25.46%-12.4pp | 115.59%-102.6pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,506 | $3,907-61.5% | $5,614-73.2% | $2,440-38.3% |
| Participant deferral / active EE | $3,327 | $5,481-39.3% | $7,298-54.4% | $3,607-7.8% |
| Admin fee / account holder | $6,747 | $7,972-15.4% | $10,843-37.8% | $5,124+31.7% |