Filed April 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,019 | $109,359-58.8% | $162,163-72.2% | $72,985-38.3% |
| Participation rate | 93.2% | 84.3%+8.9pp | 87.6%+5.6pp | 69.5%+23.7pp |
| Annual return | 13.43% | 25.46%-12.0pp | 115.59%-102.2pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,310 | $3,907-66.5% | $5,614-76.7% | $2,440-46.3% |
| Participant deferral / active EE | $2,438 | $5,481-55.5% | $7,298-66.6% | $3,607-32.4% |
| Admin fee / account holder | $993 | $7,972-87.5% | $10,843-90.8% | $5,124-80.6% |