Filed July 30, 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 | $56,601 | $92,222-38.6% | $76,768-26.3% | $135,375-58.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $2,485-32.4% | $4,779-64.9% |
| Participant deferral / active EE | $793 | $4,509-82.4% | $3,852-79.4% | $5,609-85.9% |
| Admin fee / account holder | $607 | $10,748-94.4% | $6,675-90.9% | $10,827-94.4% |