Filed July 7, 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 | $130,283 | $49,177+164.9% | $79,464+64.0% | $64,186+103.0% |
| Participation rate | 87.2% | 65.0%+22.1pp | 73.3%+13.8pp | 69.6%+17.6pp |
| Annual return | -3.88% | -1.16%-2.7pp | 718.14%-722.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $5,089 | $2,076+145.1% | $2,800+81.7% | $2,381+113.8% |
| Participant deferral / active EE | $7,876 | $2,821+179.1% | $3,704+112.6% | $3,470+127.0% |
| Admin fee / account holder | $2,693 | $3,839-29.9% | $5,113-47.3% | $4,888-44.9% |