Filed August 29, 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 | $74,127 | $87,841-15.6% | $133,980-44.7% | $62,891+17.9% |
| Participation rate | 84.4% | 83.4%+1.1pp | 87.1%-2.6pp | 69.3%+15.1pp |
| Annual return | 3.11% | 12.05%-8.9pp | 29.30%-26.2pp | 20.14%-17.0pp |
| Employer contribution / active EE | $2,067 | $3,483-40.7% | $5,211-60.3% | $2,281-9.4% |
| Participant deferral / active EE | $3,829 | $4,812-20.4% | $6,282-39.0% | $3,203+19.6% |
| Admin fee / account holder | $1,976 | $5,371-63.2% | $9,324-78.8% | $4,296-54.0% |