Filed March 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,343 | $54,350+14.7% | $82,719-24.6% | $68,494-9.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -31.95% | -13.67%-18.3pp | 701.18%-733.1pp | -7.84%-24.1pp |
| Employer contribution / active EE | $5,914 | $2,218+166.6% | $3,009+96.5% | $2,596+127.8% |
| Participant deferral / active EE | $117 | $3,246-96.4% | $4,395-97.3% | $4,027-97.1% |
| Admin fee / account holder | $1,048 | $4,395-76.2% | $5,329-80.3% | $5,403-80.6% |