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 | $25,371 | $105,859-76.0% | $90,160-71.9% | $147,584-82.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.35% | 37.63%-19.3pp | 34.88%-16.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,394 | $4,126-66.2% | $3,318-58.0% | $4,876-71.4% |
| Participant deferral / active EE | $1,234 | $5,733-78.5% | $5,288-76.7% | $5,439-77.3% |
| Admin fee / account holder | $1,496 | $8,046-81.4% | $5,943-74.8% | $10,885-86.3% |