Filed September 6, 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 | $37,302 | $43,723-14.7% | $121,196-69.2% | $64,186-41.9% |
| Participation rate | 86.9% | 58.3%+28.6pp | 71.7%+15.1pp | 69.6%+17.3pp |
| Annual return | -6.08% | 68.91%-75.0pp | 16.93%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,476 | $1,296+13.9% | $4,022-63.3% | $2,381-38.0% |
| Participant deferral / active EE | $3,923 | $2,280+72.1% | $3,344+17.3% | $3,470+13.1% |
| Admin fee / account holder | $2,587 | $3,501-26.1% | $5,019-48.5% | $4,888-47.1% |