Filed June 19, 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 3-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 | $28,493 | $33,120-14.0% | $40,757-30.1% | $59,632-52.2% |
| Participation rate | 91.7% | 70.7%+21.0pp | 79.3%+12.4pp | 68.7%+23.0pp |
| Annual return | -1.36% | 1.43%-2.8pp | -0.50%-0.9pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,248 | $2,119+6.1% | $3,004-25.2% | $2,203+2.1% |
| Participant deferral / active EE | $5,074 | $2,513+101.9% | $3,485+45.6% | $3,192+59.0% |
| Admin fee / account holder | $1,255 | $2,449-48.8% | $4,272-70.6% | $4,297-70.8% |