Filed February 22, 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.
Employer 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 | $64,598 | $174,896-63.1% | $125,339-48.5% | - |
| Participation rate | 76.8% | 70.4%+6.4pp | 82.4%-5.6pp | - |
| Annual return | 4.07% | -12.90%+17.0pp | 572.05%-568.0pp | - |
| Employer contribution / active EE | $1,472 | $3,570-58.8% | $4,814-69.4% | - |
| Participant deferral / active EE | $3,997 | $6,354-37.1% | $7,446-46.3% | - |
| Admin fee / account holder | $2,311 | $56,117-95.9% | $10,010-76.9% | - |