Filed August 4, 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 | $48,578 | $76,000-36.1% | $154,107-68.5% | $64,186-24.3% |
| Participation rate | 71.4% | 70.4%+1.0pp | 83.0%-11.6pp | 69.6%+1.9pp |
| Annual return | -4.60% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $723 | $3,351-78.4% | $5,298-86.3% | $2,381-69.6% |
| Participant deferral / active EE | $3,665 | $3,175+15.4% | $5,081-27.9% | $3,470+5.6% |
| Admin fee / account holder | $5,054 | $5,596-9.7% | $13,411-62.3% | $4,888+3.4% |