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 | $20,965 | $96,557-78.3% | $80,975-74.1% | $273,961-92.3% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | 9.12% | 15.14%-6.0pp | 17.10%-8.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $522 | $4,868-89.3% | $3,714-85.9% | $4,869-89.3% |
| Participant deferral / active EE | $692 | $6,598-89.5% | $5,696-87.8% | $5,287-86.9% |
| Admin fee / account holder | $5,913 | $7,492-21.1% | $5,516+7.2% | $10,132-41.6% |