Filed July 16, 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 | $50,326 | $76,000-33.8% | $154,107-67.3% | $64,186-21.6% |
| Participation rate | 85.1% | 70.4%+14.7pp | 83.0%+2.1pp | 69.6%+15.5pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,388 | $3,175+6.7% | $5,081-33.3% | $3,470-2.4% |
| Admin fee / account holder | $387 | $5,596-93.1% | $13,411-97.1% | $4,888-92.1% |