Filed August 29, 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 | $42,711 | $65,435-34.7% | $86,677-50.7% | $66,914-36.2% |
| Participation rate | 96.7% | 75.5%+21.3pp | 76.6%+20.2pp | 69.8%+26.9pp |
| Annual return | -14.50% | -10.89%-3.6pp | 35.91%-50.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,688 | $2,153+24.9% | $2,836-5.2% | $2,544+5.7% |
| Participant deferral / active EE | $6,001 | $4,100+46.3% | $4,656+28.9% | $4,237+41.6% |
| Admin fee / account holder | $2,029 | $642+216.3% | $7,493-72.9% | $593+242.1% |