Filed April 7, 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 | $48,196 | $94,529-49.0% | $140,016-65.6% | $64,186-24.9% |
| Participation rate | 83.6% | 84.1%-0.5pp | 87.5%-3.9pp | 69.6%+14.0pp |
| Annual return | -1.09% | 7.77%-8.9pp | 651.12%-652.2pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,490 | $3,812-60.9% | $5,606-73.4% | $2,381-37.4% |
| Participant deferral / active EE | $2,170 | $5,250-58.7% | $6,927-68.7% | $3,470-37.5% |
| Admin fee / account holder | $7,303 | $6,741+8.3% | $10,705-31.8% | $4,888+49.4% |