Filed January 11, 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 | $106,826 | $171,865-37.8% | $149,718-28.6% | $147,584-27.6% |
| Participation rate | 72.7% | 88.2%-15.5pp | 87.1%-14.3pp | 82.8%-10.1pp |
| Annual return | 12.73% | 2113.22%-2100.5pp | 1501.63%-1488.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,533 | $6,275-59.6% | $5,445-53.5% | $4,876-48.1% |
| Participant deferral / active EE | $2,252 | $7,271-69.0% | $6,569-65.7% | $5,439-58.6% |
| Admin fee / account holder | $1,146 | $13,799-91.7% | $11,283-89.8% | $10,885-89.5% |