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 | $50,971 | $123,793-58.8% | $177,821-71.3% | $79,858-36.2% |
| Participation rate | 91.3% | 84.7%+6.6pp | 87.7%+3.6pp | 69.6%+21.7pp |
| Annual return | 10.75% | 22.82%-12.1pp | 48.32%-37.6pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,450 | $4,095-64.6% | $5,918-75.5% | $2,471-41.3% |
| Participant deferral / active EE | $2,635 | $5,956-55.8% | $7,714-65.8% | $3,740-29.5% |
| Admin fee / account holder | $1,670 | $7,243-76.9% | $12,427-86.6% | $5,306-68.5% |