Filed September 19, 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 | $145,783 | $85,790+69.9% | $67,313+116.6% | $135,375+7.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.30% | -0.54%-5.8pp | -4.08%-2.2pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,573 | $3,487+59.8% | $2,566+117.2% | $4,779+16.6% |
| Participant deferral / active EE | $6,229 | $4,651+33.9% | $3,568+74.6% | $5,609+11.1% |
| Admin fee / account holder | $809 | $6,392-87.4% | $4,507-82.1% | $10,827-92.5% |