Filed September 5, 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 | $86,763 | $72,012+20.5% | $185,823-53.3% | $79,858+8.6% |
| Participation rate | 88.9% | 65.8%+23.1pp | 78.0%+10.9pp | 69.6%+19.3pp |
| Annual return | 10.57% | 23.12%-12.5pp | 35.95%-25.4pp | 31.71%-21.1pp |
| Employer contribution / active EE | $5,253 | $1,965+167.4% | $4,087+28.5% | $2,471+112.6% |
| Participant deferral / active EE | $5,883 | $3,779+55.7% | $5,632+4.5% | $3,740+57.3% |
| Admin fee / account holder | $19,355 | $4,513+328.9% | $9,500+103.7% | $5,306+264.8% |