Filed September 8, 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 | $161,086 | $59,805+169.4% | $79,550+102.5% | $68,494+135.2% |
| Participation rate | 87.7% | 61.1%+26.6pp | 69.5%+18.2pp | 67.9%+19.8pp |
| Annual return | -34.53% | -12.30%-22.2pp | 0.16%-34.7pp | -7.84%-26.7pp |
| Employer contribution / active EE | $10,769 | $1,505+615.6% | $2,413+346.3% | $2,596+314.8% |
| Participant deferral / active EE | $5,443 | $3,024+80.0% | $3,985+36.6% | $4,027+35.1% |
| Admin fee / account holder | $12,983 | $4,835+168.5% | $6,832+90.0% | $5,403+140.3% |