Filed May 15, 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 | $101,245 | $81,900+23.6% | $119,609-15.4% | $68,494+47.8% |
| Participation rate | 75.3% | 71.9%+3.4pp | 79.3%-4.0pp | 67.9%+7.4pp |
| Annual return | -15.85% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,316 | $2,693-51.1% | $4,232-68.9% | $2,596-49.3% |
| Participant deferral / active EE | $4,192 | $4,148+1.1% | $5,602-25.2% | $4,027+4.1% |
| Admin fee / account holder | $8,879 | $6,582+34.9% | $10,323-14.0% | $5,403+64.3% |