Filed June 20, 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 | $62,448 | $82,664-24.5% | $125,339-50.2% | $68,494-8.8% |
| Participation rate | 73.5% | 75.0%-1.5pp | 82.4%-8.8pp | 67.9%+5.6pp |
| Annual return | -15.07% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,138 | $3,381-66.3% | $4,814-76.4% | $2,596-56.2% |
| Participant deferral / active EE | $5,707 | $6,110-6.6% | $7,446-23.4% | $4,027+41.7% |
| Admin fee / account holder | $5,769 | $6,275-8.1% | $10,010-42.4% | $5,403+6.8% |