Filed February 24, 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 | $48,916 | $109,359-55.3% | $162,163-69.8% | $72,985-33.0% |
| Participation rate | 92.7% | 84.3%+8.4pp | 87.6%+5.1pp | 69.5%+23.2pp |
| Annual return | 15.34% | 25.46%-10.1pp | 115.59%-100.2pp | 81.00%-65.7pp |
| Employer contribution / active EE | $2,061 | $3,907-47.3% | $5,614-63.3% | $2,440-15.5% |
| Participant deferral / active EE | $2,488 | $5,481-54.6% | $7,298-65.9% | $3,607-31.0% |
| Admin fee / account holder | $12,352 | $7,972+54.9% | $10,843+13.9% | $5,124+141.0% |