Filed March 15, 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 | $75,222 | $58,851+27.8% | $115,157-34.7% | $72,985+3.1% |
| Participation rate | 86.5% | 65.5%+20.9pp | 75.9%+10.6pp | 69.5%+17.0pp |
| Annual return | 19.84% | 23.16%-3.3pp | 35.60%-15.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,702 | $1,798-5.3% | $3,179-46.5% | $2,440-30.2% |
| Participant deferral / active EE | $607 | $2,643-77.0% | $4,168-85.4% | $3,607-83.2% |
| Admin fee / account holder | $2,829 | $6,370-55.6% | $7,088-60.1% | $5,124-44.8% |