Filed February 21, 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 | $62,453 | $137,414-54.6% | $189,513-67.0% | $85,850-27.3% |
| Participation rate | 86.8% | 84.6%+2.2pp | 87.8%-1.0pp | 69.3%+17.5pp |
| Annual return | 12.75% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,410 | $4,344-44.5% | $6,162-60.9% | $2,565-6.0% |
| Participant deferral / active EE | $2,817 | $6,260-55.0% | $8,221-65.7% | $3,952-28.7% |
| Admin fee / account holder | $2,052 | $8,630-76.2% | $12,045-83.0% | $6,260-67.2% |