Filed May 12, 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 | $156,245 | $50,898+207.0% | $171,082-8.7% | $55,167+183.2% |
| Participation rate | 77.5% | 63.3%+14.2pp | 76.7%+0.8pp | 69.0%+8.5pp |
| Annual return | 5.26% | 15.34%-10.1pp | 32.56%-27.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $4,608 | $1,433+221.5% | $4,002+15.1% | $1,963+134.8% |
| Participant deferral / active EE | $7,289 | $2,994+143.4% | $4,797+51.9% | $3,054+138.7% |
| Admin fee / account holder | $12,643 | $500+2431.0% | $8,520+48.4% | $504+2409.0% |