Filed April 26, 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 | $69,955 | $48,076+45.5% | $78,689-11.1% | $62,891+11.2% |
| Participation rate | 75.6% | 65.2%+10.3pp | 73.6%+2.0pp | 69.3%+6.2pp |
| Annual return | 0.66% | 31.35%-30.7pp | 62.18%-61.5pp | 20.14%-19.5pp |
| Employer contribution / active EE | $3,290 | $2,015+63.3% | $2,851+15.4% | $2,281+44.2% |
| Participant deferral / active EE | $3,502 | $2,588+35.3% | $3,517-0.4% | $3,203+9.3% |
| Admin fee / account holder | $1,826 | $3,207-43.1% | $4,510-59.5% | $4,296-57.5% |