Filed September 20, 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 | $133,708 | $94,529+41.4% | $140,016-4.5% | $64,186+108.3% |
| Participation rate | 81.8% | 84.1%-2.3pp | 87.5%-5.7pp | 69.6%+12.2pp |
| Annual return | -2.66% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,375 | $3,812-63.9% | $5,606-75.5% | $2,381-42.2% |
| Participant deferral / active EE | $4,553 | $5,250-13.3% | $6,927-34.3% | $3,470+31.2% |
| Admin fee / account holder | $12,301 | $6,741+82.5% | $10,705+14.9% | $4,888+151.6% |