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 | $73,663 | $125,758-41.4% | $169,993-56.7% | $75,163-2.0% |
| Participation rate | 73.8% | 83.6%-9.8pp | 87.0%-13.2pp | 67.2%+6.6pp |
| Annual return | 17.72% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $796 | $4,615-82.8% | $6,785-88.3% | $2,670-70.2% |
| Participant deferral / active EE | $2,969 | $6,837-56.6% | $10,408-71.5% | $4,125-28.0% |
| Admin fee / account holder | $391 | $8,173-95.2% | $12,815-96.9% | $5,651-93.1% |