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 | $55,343 | $123,793-55.3% | $177,821-68.9% | $79,858-30.7% |
| Participation rate | 86.7% | 84.7%+2.0pp | 87.7%-1.1pp | 69.6%+17.0pp |
| Annual return | 8.77% | 22.82%-14.1pp | 48.32%-39.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $2,011 | $4,095-50.9% | $5,918-66.0% | $2,471-18.6% |
| Participant deferral / active EE | $2,382 | $5,956-60.0% | $7,714-69.1% | $3,740-36.3% |
| Admin fee / account holder | $3,713 | $7,243-48.7% | $12,427-70.1% | $5,306-30.0% |