Filed October 27, 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 | $69,086 | $110,094-37.2% | $151,611-54.4% | $68,494+0.9% |
| Participation rate | 85.5% | 84.0%+1.5pp | 87.5%-2.0pp | 67.9%+17.6pp |
| Annual return | -12.10% | -10.12%-2.0pp | 3.33%-15.4pp | -7.84%-4.3pp |
| Employer contribution / active EE | $3,053 | $4,471-31.7% | $6,166-50.5% | $2,596+17.6% |
| Participant deferral / active EE | $6,916 | $6,527+5.9% | $8,363-17.3% | $4,027+71.7% |
| Admin fee / account holder | $7,273 | $7,719-5.8% | $11,616-37.4% | $5,403+34.6% |