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 | $225,440 | $96,635+133.3% | $86,612+160.3% | $139,434+61.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 5.06% | 106.41%-101.4pp | 591.07%-586.0pp | 372.94%-367.9pp |
| Employer contribution / active EE | $6,286 | $3,263+92.6% | $3,022+108.0% | $4,751+32.3% |
| Participant deferral / active EE | $9,151 | $4,836+89.2% | $4,438+106.2% | $6,710+36.4% |
| Admin fee / account holder | $8,201 | $6,408+28.0% | $5,614+46.1% | $11,403-28.1% |