Filed July 30, 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 | $104,757 | $94,529+10.8% | $140,016-25.2% | $64,186+63.2% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | -2.66% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,578 | $3,812-58.6% | $5,606-71.9% | $2,381-33.7% |
| Participant deferral / active EE | $3,774 | $5,250-28.1% | $6,927-45.5% | $3,470+8.8% |
| Admin fee / account holder | $3,522 | $6,741-47.8% | $10,705-67.1% | $4,888-27.9% |