Filed July 18, 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 | $59,322 | $81,900-27.6% | $119,609-50.4% | $68,494-13.4% |
| Participation rate | 89.2% | 71.9%+17.3pp | 79.3%+9.9pp | 67.9%+21.3pp |
| Annual return | -16.74% | -23.82%+7.1pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,004 | $2,693-62.7% | $4,232-76.3% | $2,596-61.3% |
| Participant deferral / active EE | $6,051 | $4,148+45.9% | $5,602+8.0% | $4,027+50.3% |
| Admin fee / account holder | $8,344 | $6,582+26.8% | $10,323-19.2% | $5,403+54.4% |