Filed November 13, 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 | $127,941 | $148,534-13.9% | $135,903-5.9% | $139,434-8.2% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 10.12% | 79.19%-69.1pp | 68.23%-58.1pp | 372.94%-362.8pp |
| Employer contribution / active EE | $5,758 | $5,243+9.8% | $4,856+18.6% | $4,751+21.2% |
| Participant deferral / active EE | $9,825 | $8,100+21.3% | $7,758+26.6% | $6,710+46.4% |
| Admin fee / account holder | $85,213 | $12,400+587.2% | $10,762+691.8% | $11,403+647.3% |