Filed September 7, 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 | $59,734 | $94,529-36.8% | $140,016-57.3% | $64,186-6.9% |
| Participation rate | 97.4% | 84.1%+13.3pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | -4.14% | 7.77%-11.9pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,107 | $3,812-18.5% | $5,606-44.6% | $2,381+30.5% |
| Participant deferral / active EE | $2,997 | $5,250-42.9% | $6,927-56.7% | $3,470-13.6% |
| Admin fee / account holder | $2,473 | $6,741-63.3% | $10,705-76.9% | $4,888-49.4% |