Filed July 26, 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 | $39,357 | $92,703-57.5% | $82,719-52.4% | $134,475-70.7% |
| Participation rate | 85.0% | 75.2%+9.8pp | 72.6%+12.4pp | 81.2%+3.8pp |
| Annual return | -19.44% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,547 | $3,274-22.2% | $3,009-15.4% | $4,740-46.3% |
| Participant deferral / active EE | $6,281 | $4,802+30.8% | $4,395+42.9% | $6,400-1.9% |
| Admin fee / account holder | $1,716 | $5,983-71.3% | $5,329-67.8% | $11,426-85.0% |