Filed August 29, 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 | $71,556 | $94,529-24.3% | $140,016-48.9% | $64,186+11.5% |
| Participation rate | 84.8% | 84.1%+0.7pp | 87.5%-2.7pp | 69.6%+15.2pp |
| Annual return | -3.22% | 7.77%-11.0pp | 651.12%-654.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,985 | $3,812-47.9% | $5,606-64.6% | $2,381-16.6% |
| Participant deferral / active EE | $2,958 | $5,250-43.6% | $6,927-57.3% | $3,470-14.7% |
| Admin fee / account holder | $5,572 | $6,741-17.3% | $10,705-48.0% | $4,888+14.0% |