Filed September 8, 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 | $154,270 | $50,958+202.7% | $74,550+106.9% | $64,186+140.3% |
| Participation rate | 87.3% | 61.1%+26.2pp | 69.1%+18.2pp | 69.6%+17.7pp |
| Annual return | -5.93% | -1.86%-4.1pp | 32.53%-38.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $7,937 | $1,115+611.6% | $1,961+304.7% | $2,381+233.4% |
| Participant deferral / active EE | $3,401 | $2,301+47.8% | $3,108+9.4% | $3,470-2.0% |
| Admin fee / account holder | $29,665 | $4,223+602.5% | $5,060+486.3% | $4,888+506.9% |