Filed July 14, 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 | $138,217 | $81,460+69.7% | $103,333+33.8% | $80,856+70.9% |
| Participation rate | 96.2% | 66.8%+29.3pp | 74.5%+21.6pp | 67.6%+28.5pp |
| Annual return | 10.28% | 25.55%-15.3pp | 24.88%-14.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,041 | $3,105+62.3% | $3,868+30.3% | $2,755+83.0% |
| Participant deferral / active EE | $3,957 | $3,869+2.3% | $5,057-21.8% | $4,296-7.9% |
| Admin fee / account holder | $13,142 | $6,566+100.1% | $8,355+57.3% | $6,918+90.0% |