Filed February 3, 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.
Employer 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 | $39,334 | $94,529-58.4% | $140,016-71.9% | $64,186-38.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -6.70% | 7.77%-14.5pp | 651.12%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $899 | $3,812-76.4% | $5,606-84.0% | $2,381-62.2% |
| Participant deferral / active EE | $2,000 | $5,250-61.9% | $6,927-71.1% | $3,470-42.4% |
| Admin fee / account holder | $861 | $6,741-87.2% | $10,705-92.0% | $4,888-82.4% |