Filed October 19, 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 | $38,159 | $125,758-69.7% | $169,993-77.6% | $75,163-49.2% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.0%-13.9pp | 67.2%+5.9pp |
| Annual return | 13.69% | 27.20%-13.5pp | 53.37%-39.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $1,480 | $4,615-67.9% | $6,785-78.2% | $2,670-44.6% |
| Participant deferral / active EE | $2,125 | $6,837-68.9% | $10,408-79.6% | $4,125-48.5% |
| Admin fee / account holder | $4,920 | $8,173-39.8% | $12,815-61.6% | $5,651-12.9% |