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 | $55,819 | $59,107-5.6% | $86,436-35.4% | $68,494-18.5% |
| Participation rate | 97.2% | 75.2%+22.0pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -14.95% | -0.23%-14.7pp | 4394.89%-4409.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $5,818 | $2,519+131.0% | $3,769+54.4% | $2,596+124.1% |
| Participant deferral / active EE | $5,711 | $5,901-3.2% | $6,952-17.8% | $4,027+41.8% |
| Admin fee / account holder | $8,994 | $5,637+59.6% | $6,731+33.6% | $5,403+66.5% |