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 | $66,210 | $125,758-47.4% | $169,993-61.1% | $75,163-11.9% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.0%+5.2pp | 67.2%+25.0pp |
| Annual return | 11.19% | 27.20%-16.0pp | 53.37%-42.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,284 | $4,615-28.8% | $6,785-51.6% | $2,670+23.0% |
| Participant deferral / active EE | $8,160 | $6,837+19.3% | $10,408-21.6% | $4,125+97.8% |
| Admin fee / account holder | $20,664 | $8,173+152.8% | $12,815+61.2% | $5,651+265.7% |