Filed June 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.
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 | $33,158 | $140,588-76.4% | $123,104-73.1% | $125,391-73.6% |
| Participation rate | 77.8% | 88.2%-10.4pp | 86.8%-9.0pp | 83.2%-5.4pp |
| Annual return | 1.61% | 16.80%-15.2pp | 13.22%-11.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $529 | $6,041-91.3% | $5,151-89.7% | $4,866-89.1% |
| Participant deferral / active EE | $780 | $6,980-88.8% | $6,230-87.5% | $5,352-85.4% |
| Admin fee / account holder | $1,329 | $11,198-88.1% | $9,015-85.3% | $9,540-86.1% |