Filed July 15, 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 | $40,564 | $94,529-57.1% | $140,016-71.0% | $64,186-36.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.09% | 7.77%-10.9pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,372 | $3,812-64.0% | $5,606-75.5% | $2,381-42.4% |
| Participant deferral / active EE | $3,259 | $5,250-37.9% | $6,927-53.0% | $3,470-6.1% |
| Admin fee / account holder | $5,266 | $6,741-21.9% | $10,705-50.8% | $4,888+7.7% |