Filed August 4, 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 9-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 | $16,174 | $95,416-83.0% | $185,823-91.3% | $85,850-81.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 60.87% | 23.59%+37.3pp | 122.05%-61.2pp | 318.53%-257.7pp |
| Employer contribution / active EE | $1,184 | $3,314-64.3% | $5,167-77.1% | $2,565-53.8% |
| Participant deferral / active EE | $2,032 | $3,423-40.6% | $5,568-63.5% | $3,952-48.6% |
| Admin fee / account holder | $1,490 | $7,213-79.3% | $16,237-90.8% | $6,260-76.2% |