Filed August 1, 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 9-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 | $60,169 | $90,600-33.6% | $79,464-24.3% | $135,375-55.6% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -5.70% | 977.43%-983.1pp | 718.14%-723.8pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,817 | $3,068-8.2% | $2,800+0.6% | $4,779-41.0% |
| Participant deferral / active EE | $2,078 | $4,050-48.7% | $3,704-43.9% | $5,609-62.9% |
| Admin fee / account holder | $5,288 | $5,907-10.5% | $5,113+3.4% | $10,827-51.2% |