Filed June 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 | $51,470 | $45,602+12.9% | $117,472-56.2% | $66,914-23.1% |
| Participation rate | 85.6% | 57.6%+28.0pp | 70.6%+15.0pp | 69.8%+15.8pp |
| Annual return | -18.49% | -16.74%-1.8pp | 29.74%-48.2pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,309 | $1,579+46.3% | $4,176-44.7% | $2,544-9.2% |
| Participant deferral / active EE | $4,211 | $2,845+48.0% | $4,070+3.5% | $4,237-0.6% |
| Admin fee / account holder | $3,422 | $661+417.9% | $5,645-39.4% | $593+476.8% |