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 | $177,894 | $54,350+227.3% | $82,719+115.1% | $68,494+159.7% |
| Participation rate | 86.7% | 63.9%+22.7pp | 72.6%+14.1pp | 67.9%+18.8pp |
| Annual return | -12.05% | -13.67%+1.6pp | 701.18%-713.2pp | -7.84%-4.2pp |
| Employer contribution / active EE | $5,787 | $2,218+160.9% | $3,009+92.3% | $2,596+122.9% |
| Participant deferral / active EE | $7,658 | $3,246+135.9% | $4,395+74.2% | $4,027+90.1% |
| Admin fee / account holder | $19,113 | $4,395+334.8% | $5,329+258.7% | $5,403+253.8% |