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 | $104,995 | $97,881+7.3% | $80,004+31.2% | $125,391-16.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -0.41% | 9.36%-9.8pp | 7.63%-8.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,081 | $3,128-33.4% | $2,473-15.8% | $4,866-57.2% |
| Participant deferral / active EE | $6,985 | $3,744+86.5% | $3,204+118.0% | $5,352+30.5% |
| Admin fee / account holder | $64,001 | $6,278+919.5% | $5,033+1171.5% | $9,540+570.8% |