Filed October 13, 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 | $73,503 | $54,350+35.2% | $82,719-11.1% | $68,494+7.3% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.6pp | 67.9%+6.2pp |
| Annual return | -16.83% | -13.67%-3.2pp | 701.18%-718.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,254 | $2,218+1.6% | $3,009-25.1% | $2,596-13.2% |
| Participant deferral / active EE | $5,327 | $3,246+64.1% | $4,395+21.2% | $4,027+32.3% |
| Admin fee / account holder | $14,185 | $4,395+222.7% | $5,329+166.2% | $5,403+162.5% |