Filed June 22, 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 | $24,339 | $54,350-55.2% | $82,719-70.6% | $68,494-64.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -15.33% | -13.67%-1.7pp | 701.18%-716.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $2,464 | $2,218+11.1% | $3,009-18.1% | $2,596-5.1% |
| Participant deferral / active EE | $1,800 | $3,246-44.6% | $4,395-59.0% | $4,027-55.3% |
| Admin fee / account holder | $353 | $4,395-92.0% | $5,329-93.4% | $5,403-93.5% |