Filed October 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 | $218,551 | $102,966+112.3% | $90,281+142.1% | $152,861+43.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 9.67% | 95.16%-85.5pp | 78.10%-68.4pp | 345.32%-335.6pp |
| Employer contribution / active EE | $5,814 | $3,139+85.2% | $2,854+103.7% | $4,762+22.1% |
| Participant deferral / active EE | $9,237 | $4,281+115.7% | $3,885+137.7% | $5,850+57.9% |
| Admin fee / account holder | $2,535 | $6,171-58.9% | $5,351-52.6% | $11,596-78.1% |