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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,653 | $57,281+23.3% | $86,612-18.4% | $75,163-6.0% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 18.25% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,878 | $2,314+67.6% | $3,022+28.3% | $2,670+45.3% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $4,122 | $4,112+0.2% | $5,614-26.6% | $5,651-27.1% |