Filed March 30, 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 | $16,625 | $95,862-82.7% | $79,550-79.1% | $134,475-87.6% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -10.94% | -2.69%-8.2pp | 0.16%-11.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,111 | $3,128-64.5% | $2,413-54.0% | $4,740-76.6% |
| Participant deferral / active EE | $1,061 | $4,693-77.4% | $3,985-73.4% | $6,400-83.4% |
| Admin fee / account holder | $2,387 | $9,126-73.8% | $6,832-65.1% | $11,426-79.1% |