Filed August 2, 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 | $113,376 | $73,867+53.5% | $143,757-21.1% | $68,494+65.5% |
| Participation rate | 98.6% | 66.7%+31.9pp | 80.3%+18.3pp | 67.9%+30.7pp |
| Annual return | -6.19% | 1.01%-7.2pp | -0.04%-6.2pp | -7.84%+1.6pp |
| Employer contribution / active EE | $8,094 | $3,184+154.2% | $4,951+63.5% | $2,596+211.7% |
| Participant deferral / active EE | $4,559 | $3,384+34.7% | $5,637-19.1% | $4,027+13.2% |
| Admin fee / account holder | $67,029 | $5,755+1064.8% | $14,673+356.8% | $5,403+1140.6% |