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 | $136,634 | $110,094+24.1% | $151,611-9.9% | $68,494+99.5% |
| Participation rate | 91.8% | 84.0%+7.9pp | 87.5%+4.3pp | 67.9%+23.9pp |
| Annual return | -13.63% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,395 | $4,471-46.4% | $6,166-61.2% | $2,596-7.8% |
| Participant deferral / active EE | $4,731 | $6,527-27.5% | $8,363-43.4% | $4,027+17.5% |
| Admin fee / account holder | $15,148 | $7,719+96.2% | $11,616+30.4% | $5,403+180.4% |