Filed August 11, 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 | $144,387 | $158,817-9.1% | $121,196+19.1% | $135,375+6.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -5.68% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $5,091 | $5,665-10.1% | $4,022+26.6% | $4,779+6.5% |
| Participant deferral / active EE | $7,475 | $4,005+86.6% | $3,344+123.5% | $5,609+33.3% |
| Admin fee / account holder | $4,103 | $6,512-37.0% | $5,019-18.2% | $10,827-62.1% |