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 | $27,776 | $97,044-71.4% | $83,333-66.7% | $135,375-79.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.51% | 12.31%-18.8pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,449 | $4,143-65.0% | $3,379-57.1% | $4,779-69.7% |
| Participant deferral / active EE | $1,262 | $5,964-78.8% | $5,565-77.3% | $5,609-77.5% |
| Admin fee / account holder | $1,666 | $8,380-80.1% | $7,510-77.8% | $10,827-84.6% |