Filed April 27, 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 | $123,922 | $138,347-10.4% | $184,203-32.7% | $80,856+53.3% |
| Participation rate | 82.6% | 83.9%-1.3pp | 86.8%-4.2pp | 67.6%+15.0pp |
| Annual return | 9.81% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,563 | $4,850-47.2% | $6,427-60.1% | $2,755-7.0% |
| Participant deferral / active EE | $8,473 | $7,071+19.8% | $9,131-7.2% | $4,296+97.2% |
| Admin fee / account holder | $1,552 | $10,483-85.2% | $13,901-88.8% | $6,918-77.6% |