Filed August 2, 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 | $62,479 | $97,757-36.1% | $83,848-25.5% | $135,375-53.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.40% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,783 | $4,222-34.1% | $3,631-23.4% | $4,779-41.8% |
| Participant deferral / active EE | $4,052 | $4,682-13.5% | $4,082-0.7% | $5,609-27.8% |
| Admin fee / account holder | $409 | $6,674-93.9% | $5,478-92.5% | $10,827-96.2% |