Filed September 16, 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 | $88,959 | $110,094-19.2% | $151,611-41.3% | $68,494+29.9% |
| Participation rate | 89.2% | 84.0%+5.2pp | 87.5%+1.7pp | 67.9%+21.3pp |
| Annual return | -12.38% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $4,360 | $4,471-2.5% | $6,166-29.3% | $2,596+67.9% |
| Participant deferral / active EE | $2,686 | $6,527-58.8% | $8,363-67.9% | $4,027-33.3% |
| Admin fee / account holder | $13,890 | $7,719+80.0% | $11,616+19.6% | $5,403+157.1% |