Filed August 5, 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 | $78,615 | $57,354+37.1% | $83,848-6.2% | $64,186+22.5% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -7.38% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,581 | $2,545+1.4% | $3,631-28.9% | $2,381+8.4% |
| Participant deferral / active EE | $4,206 | $2,993+40.5% | $4,082+3.1% | $3,470+21.2% |
| Admin fee / account holder | $1,674 | $4,046-58.6% | $5,478-69.4% | $4,888-65.8% |