Filed July 20, 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 | $170,572 | $172,111-0.9% | $150,298+13.5% | $137,256+24.3% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 9.62% | 69.37%-59.8pp | 62.79%-53.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $3,844 | $4,636-17.1% | $4,154-7.5% | $4,156-7.5% |
| Participant deferral / active EE | $6,002 | $6,166-2.7% | $5,453+10.1% | $6,407-6.3% |
| Admin fee / account holder | $22,498 | $16,471+36.6% | $14,116+59.4% | $12,270+83.4% |