Filed April 26, 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 | $14,042 | $81,248-82.7% | $155,509-91.0% | $80,856-82.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 19.69% | 33.31%-13.6pp | 64.67%-45.0pp | 35.59%-15.9pp |
| Employer contribution / active EE | $370 | $3,100-88.1% | $4,672-92.1% | $2,755-86.6% |
| Participant deferral / active EE | $863 | $3,452-75.0% | $5,626-84.7% | $4,296-79.9% |
| Admin fee / account holder | $2,505 | $7,997-68.7% | $15,912-84.3% | $6,918-63.8% |