Filed July 26, 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 3-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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,929 | $65,696-66.6% | $56,429-61.1% | $147,584-85.1% |
| Participation rate | 86.4% | 85.5%+0.8pp | 80.0%+6.3pp | 82.8%+3.5pp |
| Annual return | 8.70% | 13.32%-4.6pp | 19.04%-10.3pp | 578.55%-569.9pp |
| Employer contribution / active EE | $3,060 | $4,121-25.7% | $3,405-10.1% | $4,876-37.2% |
| Participant deferral / active EE | $0 | $4,876-100.0% | $3,951-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,439 | $5,947-59.0% | $4,466-45.4% | $10,885-77.6% |