Filed June 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 | $75,004 | $76,552-2.0% | $123,892-39.5% | $62,891+19.3% |
| Participation rate | 95.7% | 73.0%+22.8pp | 81.4%+14.3pp | 69.3%+26.4pp |
| Annual return | 2.00% | 18.68%-16.7pp | 47.52%-45.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $6,400 | $2,883+122.0% | $4,617+38.6% | $2,281+180.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,382 | $4,826+73.7% | $8,357+0.3% | $4,296+95.1% |