Filed August 9, 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 8-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 | $30,979 | $42,894-27.8% | $60,874-49.1% | $68,494-54.8% |
| Participation rate | 86.7% | 66.8%+19.9pp | 73.1%+13.6pp | 67.9%+18.8pp |
| Annual return | -14.72% | -13.98%-0.7pp | 16.90%-31.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,119 | $1,978+7.1% | $2,701-21.6% | $2,596-18.4% |
| Participant deferral / active EE | $5,440 | $2,867+89.7% | $3,817+42.5% | $4,027+35.1% |
| Admin fee / account holder | $2,759 | $3,101-11.0% | $3,224-14.4% | $5,403-48.9% |