Filed August 8, 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 | $178,092 | $110,094+61.8% | $151,611+17.5% | $68,494+160.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.85% | -10.12%-8.7pp | 3.33%-22.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $4,678 | $4,471+4.6% | $6,166-24.1% | $2,596+80.2% |
| Participant deferral / active EE | $9,462 | $6,527+45.0% | $8,363+13.1% | $4,027+134.9% |
| Admin fee / account holder | $4,234 | $7,719-45.2% | $11,616-63.6% | $5,403-21.6% |