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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,919 | $109,359-59.8% | $162,163-72.9% | $72,985-39.8% |
| Participation rate | 70.7% | 84.3%-13.6pp | 87.6%-16.9pp | 69.5%+1.2pp |
| Annual return | 14.47% | 25.46%-11.0pp | 115.59%-101.1pp | 81.00%-66.5pp |
| Employer contribution / active EE | $348 | $3,907-91.1% | $5,614-93.8% | $2,440-85.7% |
| Participant deferral / active EE | $1,844 | $5,481-66.4% | $7,298-74.7% | $3,607-48.9% |
| Admin fee / account holder | $15,329 | $7,972+92.3% | $10,843+41.4% | $5,124+199.1% |