Filed June 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 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 | $41,838 | $77,813-46.2% | $123,544-66.1% | $64,186-34.8% |
| Participation rate | 89.2% | 74.7%+14.5pp | 82.3%+6.9pp | 69.6%+19.6pp |
| Annual return | -5.10% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,703 | $3,014-10.3% | $4,628-41.6% | $2,381+13.5% |
| Participant deferral / active EE | $6,466 | $5,240+23.4% | $6,426+0.6% | $3,470+86.4% |
| Admin fee / account holder | $1,221 | $5,519-77.9% | $9,284-86.8% | $4,888-75.0% |