Filed July 14, 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 | $34,507 | $48,274-28.5% | $63,517-45.7% | $59,632-42.1% |
| Participation rate | 86.3% | 66.3%+20.0pp | 71.0%+15.3pp | 68.7%+17.6pp |
| Annual return | -0.92% | -240.79%+239.9pp | -70.30%+69.4pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,163 | $1,586-26.7% | $2,322-49.9% | $2,203-47.2% |
| Participant deferral / active EE | $1,872 | $2,343-20.1% | $2,953-36.6% | $3,192-41.4% |
| Admin fee / account holder | $370 | $3,600-89.7% | $5,892-93.7% | $4,297-91.4% |