Filed July 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,494 | $73,867-3.2% | $143,757-50.3% | $68,494+4.4% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -11.49% | 1.01%-12.5pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $2,961 | $3,184-7.0% | $4,951-40.2% | $2,596+14.0% |
| Participant deferral / active EE | $4,926 | $3,384+45.5% | $5,637-12.6% | $4,027+22.3% |
| Admin fee / account holder | $2,475 | $5,755-57.0% | $14,673-83.1% | $5,403-54.2% |