Filed March 29, 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 | $56,689 | $94,529-40.0% | $140,016-59.5% | $64,186-11.7% |
| Participation rate | 70.1% | 84.1%-13.9pp | 87.5%-17.3pp | 69.6%+0.6pp |
| Annual return | -3.05% | 7.77%-10.8pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $357 | $3,812-90.6% | $5,606-93.6% | $2,381-85.0% |
| Participant deferral / active EE | $2,293 | $5,250-56.3% | $6,927-66.9% | $3,470-33.9% |
| Admin fee / account holder | $5,184 | $6,741-23.1% | $10,705-51.6% | $4,888+6.1% |