Filed June 21, 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 | $188,928 | $138,347+36.6% | $184,203+2.6% | $80,856+133.7% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 8.14% | 20.02%-11.9pp | 28.81%-20.7pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,167 | $4,850+6.5% | $6,427-19.6% | $2,755+87.6% |
| Participant deferral / active EE | $4,746 | $7,071-32.9% | $9,131-48.0% | $4,296+10.5% |
| Admin fee / account holder | $8,343 | $10,483-20.4% | $13,901-40.0% | $6,918+20.6% |