Filed September 26, 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 | $104,930 | $44,873+133.8% | $79,464+32.0% | $56,287+86.4% |
| Participation rate | 82.7% | 68.7%+14.0pp | 73.3%+9.3pp | 69.9%+12.8pp |
| Annual return | -4.14% | 0.81%-5.0pp | 718.14%-722.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,503 | $2,140+157.2% | $2,800+96.5% | $2,111+160.7% |
| Participant deferral / active EE | $6,988 | $2,746+154.5% | $3,704+88.7% | $3,350+108.6% |
| Admin fee / account holder | $2,864 | $418+584.5% | $5,113-44.0% | $521+449.9% |