Filed October 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,315 | $125,758+0.4% | $169,993-25.7% | $75,163+68.1% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.0%+10.8pp | 67.2%+30.6pp |
| Annual return | 17.11% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $5,008 | $4,615+8.5% | $6,785-26.2% | $2,670+87.6% |
| Participant deferral / active EE | $2,623 | $6,837-61.6% | $10,408-74.8% | $4,125-36.4% |
| Admin fee / account holder | $2,031 | $8,173-75.2% | $12,815-84.2% | $5,651-64.1% |