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 | $49,547 | $56,317-12.0% | $71,209-30.4% | $74,304-33.3% |
| Participation rate | 88.4% | 55.1%+33.3pp | 73.8%+14.6pp | 60.3%+28.0pp |
| Annual return | 12.56% | 42.83%-30.3pp | 282.51%-269.9pp | 29.43%-16.9pp |
| Employer contribution / active EE | $3,459 | $2,160+60.1% | $2,721+27.1% | $2,241+54.3% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $6,074 | $2,290+165.3% | $5,349+13.6% | $2,969+104.6% |