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 | $87,780 | $92,703-5.3% | $82,719+6.1% | $134,475-34.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.00% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-430.0pp |
| Employer contribution / active EE | $5,055 | $3,274+54.4% | $3,009+68.0% | $4,740+6.7% |
| Participant deferral / active EE | $4,189 | $4,802-12.8% | $4,395-4.7% | $6,400-34.5% |
| Admin fee / account holder | $106,868 | $5,983+1686.3% | $5,329+1905.4% | $11,426+835.3% |