Filed January 24, 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 | $38,999 | $201,259-80.6% | $184,200-78.8% | $145,959-73.3% |
| Participation rate | 82.4% | 87.5%-5.1pp | 86.8%-4.5pp | 80.3%+2.1pp |
| Annual return | 12.22% | 28.98%-16.8pp | 28.80%-16.6pp | 561.95%-549.7pp |
| Employer contribution / active EE | $1,883 | $7,018-73.2% | $6,424-70.7% | $4,661-59.6% |
| Participant deferral / active EE | $2,145 | $9,806-78.1% | $9,132-76.5% | $6,689-67.9% |
| Admin fee / account holder | $7,813 | $16,372-52.3% | $13,907-43.8% | $13,398-41.7% |