Filed July 20, 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 | $108,583 | $127,386-14.8% | $115,037-5.6% | $125,391-13.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.52% | 31.28%-33.8pp | 26.14%-28.7pp | 282.22%-284.7pp |
| Employer contribution / active EE | $4,316 | $5,166-16.4% | $4,608-6.3% | $4,866-11.3% |
| Participant deferral / active EE | $3,179 | $6,423-50.5% | $6,026-47.3% | $5,352-40.6% |
| Admin fee / account holder | $9,151 | $9,516-3.8% | $8,175+11.9% | $9,540-4.1% |