Filed November 14, 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 | $146,665 | $54,350+169.9% | $82,719+77.3% | $68,494+114.1% |
| Participation rate | 98.2% | 63.9%+34.3pp | 72.6%+25.6pp | 67.9%+30.3pp |
| Annual return | -17.05% | -13.67%-3.4pp | 701.18%-718.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $6,608 | $2,218+197.9% | $3,009+119.6% | $2,596+154.5% |
| Participant deferral / active EE | $12,931 | $3,246+298.4% | $4,395+194.2% | $4,027+221.1% |
| Admin fee / account holder | $3,990 | $4,395-9.2% | $5,329-25.1% | $5,403-26.2% |