Filed March 29, 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 | $30,827 | $42,894-28.1% | $60,874-49.4% | $68,494-55.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -18.20% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,712 | $1,978+87.7% | $2,701+37.4% | $2,596+43.0% |
| Participant deferral / active EE | $5,374 | $2,867+87.5% | $3,817+40.8% | $4,027+33.5% |
| Admin fee / account holder | $1,478 | $3,101-52.3% | $3,224-54.2% | $5,403-72.6% |