Filed July 26, 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 9-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 | $28,425 | $45,152-37.0% | $73,843-61.5% | $59,632-52.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 4.99% | 27.40%-22.4pp | 2267.84%-2262.9pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $397 | $1,902-79.1% | $2,787-85.7% | $2,203-82.0% |
| Participant deferral / active EE | $2,454 | $2,574-4.7% | $3,583-31.5% | $3,192-23.1% |
| Admin fee / account holder | $1,739 | $3,516-50.5% | $4,880-64.4% | $4,297-59.5% |