Filed July 12, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,652 | $97,044-64.3% | $83,333-58.4% | $135,375-74.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.04% | 12.31%-21.4pp | 10.63%-19.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,553 | $4,143+34.0% | $3,379+64.4% | $4,779+16.2% |
| Participant deferral / active EE | $12,634 | $5,964+111.8% | $5,565+127.0% | $5,609+125.3% |
| Admin fee / account holder | $430 | $8,380-94.9% | $7,510-94.3% | $10,827-96.0% |