Filed January 18, 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 | $54,841 | $100,041-45.2% | $149,718-63.4% | $70,131-21.8% |
| Participation rate | 78.9% | 83.6%-4.6pp | 87.1%-8.1pp | 69.5%+9.4pp |
| Annual return | 14.14% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $326 | $3,662-91.1% | $5,445-94.0% | $2,342-86.1% |
| Participant deferral / active EE | $2,221 | $4,983-55.4% | $6,569-66.2% | $3,332-33.3% |
| Admin fee / account holder | $476 | $8,286-94.3% | $11,283-95.8% | $4,645-89.8% |