Filed June 14, 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 9-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 | $44,214 | $63,346-30.2% | $92,233-52.1% | $70,131-37.0% |
| Participation rate | 81.0% | 68.7%+12.3pp | 76.5%+4.5pp | 69.5%+11.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $415 | $2,471-83.2% | $3,679-88.7% | $2,342-82.3% |
| Participant deferral / active EE | $759 | $2,854-73.4% | $3,897-80.5% | $3,332-77.2% |
| Admin fee / account holder | $331 | $3,840-91.4% | $5,194-93.6% | $4,645-92.9% |