Filed May 8, 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 9-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 | $23,685 | $83,908-71.8% | $68,509-65.4% | $125,391-81.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.46% | 14.48%-15.9pp | 8.27%-9.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,363 | $3,031-55.0% | $2,278-40.2% | $4,866-72.0% |
| Participant deferral / active EE | $1,074 | $4,125-74.0% | $3,382-68.2% | $5,352-79.9% |
| Admin fee / account holder | $1,588 | $8,982-82.3% | $5,275-69.9% | $9,540-83.4% |