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 | $37,791 | $110,094-65.7% | $151,611-75.1% | $68,494-44.8% |
| Participation rate | 93.3% | 84.0%+9.4pp | 87.5%+5.8pp | 67.9%+25.4pp |
| Annual return | -11.84% | -10.12%-1.7pp | 3.33%-15.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,383 | $4,471-69.1% | $6,166-77.6% | $2,596-46.7% |
| Participant deferral / active EE | $3,436 | $6,527-47.4% | $8,363-58.9% | $4,027-14.7% |
| Admin fee / account holder | $17,366 | $7,719+125.0% | $11,616+49.5% | $5,403+221.4% |