Filed August 14, 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 | $121,288 | $142,344-14.8% | $119,609+1.4% | $134,475-9.8% |
| Participation rate | 86.4% | 82.8%+3.5pp | 79.3%+7.1pp | 81.2%+5.1pp |
| Annual return | -12.63% | -12.44%-0.2pp | -14.97%+2.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $1,927 | $5,222-63.1% | $4,232-54.5% | $4,740-59.3% |
| Participant deferral / active EE | $4,341 | $6,469-32.9% | $5,602-22.5% | $6,400-32.2% |
| Admin fee / account holder | $6,449 | $13,584-52.5% | $10,323-37.5% | $11,426-43.6% |