Filed July 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 | $41,864 | $45,152-7.3% | $73,843-43.3% | $59,632-29.8% |
| Participation rate | 92.9% | 64.0%+28.8pp | 73.4%+19.4pp | 68.7%+24.2pp |
| Annual return | 0.83% | 27.40%-26.6pp | 2267.84%-2267.0pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $1,950 | $1,902+2.6% | $2,787-30.0% | $2,203-11.4% |
| Participant deferral / active EE | $4,403 | $2,574+71.1% | $3,583+22.9% | $3,192+38.0% |
| Admin fee / account holder | $1,610 | $3,516-54.2% | $4,880-67.0% | $4,297-62.5% |