Filed August 30, 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 | $23,148 | $44,103-47.5% | $75,826-69.5% | $64,186-63.9% |
| Participation rate | 85.7% | 62.7%+23.0pp | 68.2%+17.5pp | 69.6%+16.1pp |
| Annual return | -6.90% | -4.72%-2.2pp | 1914.15%-1921.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $782 | $1,446-45.9% | $1,913-59.1% | $2,381-67.1% |
| Participant deferral / active EE | $1,564 | $2,204-29.0% | $2,862-45.3% | $3,470-54.9% |
| Admin fee / account holder | $698 | $3,506-80.1% | $4,726-85.2% | $4,888-85.7% |