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 | $130,261 | $110,094+18.3% | $151,611-14.1% | $68,494+90.2% |
| Participation rate | 92.0% | 84.0%+8.0pp | 87.5%+4.5pp | 67.9%+24.1pp |
| Annual return | -15.39% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,511 | $4,471-66.2% | $6,166-75.5% | $2,596-41.8% |
| Participant deferral / active EE | $5,043 | $6,527-22.7% | $8,363-39.7% | $4,027+25.2% |
| Admin fee / account holder | $30,693 | $7,719+297.7% | $11,616+164.2% | $5,403+468.1% |