Filed July 18, 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 | $85,932 | $97,757-12.1% | $83,848+2.5% | $135,375-36.5% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.94% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,256 | $4,222-70.2% | $3,631-65.4% | $4,779-73.7% |
| Participant deferral / active EE | $2,982 | $4,682-36.3% | $4,082-26.9% | $5,609-46.8% |
| Admin fee / account holder | $1,286 | $6,674-80.7% | $5,478-76.5% | $10,827-88.1% |