Filed May 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,647 | $86,699-61.2% | $73,307-54.1% | $125,391-73.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -1.04% | 2.78%-3.8pp | 5.67%-6.7pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,325 | $4,152-68.1% | $3,237-59.1% | $4,866-72.8% |
| Participant deferral / active EE | $1,374 | $5,550-75.2% | $4,991-72.5% | $5,352-74.3% |
| Admin fee / account holder | $753 | $7,771-90.3% | $5,637-86.6% | $9,540-92.1% |