Filed June 16, 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 | $138,664 | $73,867+87.7% | $143,757-3.5% | $68,494+102.4% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -19.61% | 1.01%-20.6pp | -0.04%-19.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $6,747 | $3,184+111.9% | $4,951+36.3% | $2,596+159.9% |
| Participant deferral / active EE | $5,491 | $3,384+62.3% | $5,637-2.6% | $4,027+36.4% |
| Admin fee / account holder | $3,049 | $5,755-47.0% | $14,673-79.2% | $5,403-43.6% |