Filed November 14, 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 | $60,236 | $82,032-26.6% | $123,104-51.1% | $59,632+1.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.39% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,930 | $3,297-41.5% | $5,151-62.5% | $2,203-12.4% |
| Participant deferral / active EE | $3,035 | $4,667-35.0% | $6,230-51.3% | $3,192-4.9% |
| Admin fee / account holder | $502 | $5,881-91.5% | $9,015-94.4% | $4,297-88.3% |