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 | $103,979 | $84,233+23.4% | $170,442-39.0% | $70,131+48.3% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 12.08% | 23.06%-11.0pp | 205.93%-193.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $3,450 | $3,387+1.9% | $5,433-36.5% | $2,342+47.3% |
| Participant deferral / active EE | $1,585 | $3,086-48.6% | $4,939-67.9% | $3,332-52.4% |
| Admin fee / account holder | $43,662 | $5,698+666.3% | $13,880+214.6% | $4,645+839.9% |