Filed October 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 6-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 | $61,538 | $82,286-25.2% | $68,791-10.5% | $134,475-54.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.75% | -2.19%-16.6pp | -6.38%-12.4pp | 417.96%-436.7pp |
| Employer contribution / active EE | $6,132 | $3,301+85.8% | $2,655+131.0% | $4,740+29.4% |
| Participant deferral / active EE | $9,897 | $4,739+108.9% | $3,941+151.1% | $6,400+54.6% |
| Admin fee / account holder | $2,890 | $6,481-55.4% | $4,932-41.4% | $11,426-74.7% |