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 | $109,345 | $211,958-48.4% | $169,463-35.5% | $135,375-19.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.37% | 3.26%-9.6pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,314 | $5,120-54.8% | $4,159-44.4% | $4,779-51.6% |
| Participant deferral / active EE | $15,429 | $6,075+154.0% | $5,277+192.4% | $5,609+175.1% |
| Admin fee / account holder | $3,684 | $11,471-67.9% | $9,109-59.6% | $10,827-66.0% |