Filed July 22, 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 | $194,292 | $162,781+19.4% | $133,956+45.0% | $158,922+22.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.42% | 41.94%-37.5pp | 45.09%-40.7pp | 302.83%-298.4pp |
| Employer contribution / active EE | $1,687 | $4,975-66.1% | $3,919-56.9% | $4,761-64.6% |
| Participant deferral / active EE | $6,810 | $5,911+15.2% | $5,048+34.9% | $5,982+13.8% |
| Admin fee / account holder | $7,516 | $11,736-36.0% | $8,927-15.8% | $11,246-33.2% |