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 | $59,395 | $123,793-52.0% | $177,821-66.6% | $79,858-25.6% |
| Participation rate | 90.3% | 84.7%+5.7pp | 87.7%+2.6pp | 69.6%+20.7pp |
| Annual return | 13.60% | 22.82%-9.2pp | 48.32%-34.7pp | 31.71%-18.1pp |
| Employer contribution / active EE | $990 | $4,095-75.8% | $5,918-83.3% | $2,471-59.9% |
| Participant deferral / active EE | $2,244 | $5,956-62.3% | $7,714-70.9% | $3,740-40.0% |
| Admin fee / account holder | $4,852 | $7,243-33.0% | $12,427-61.0% | $5,306-8.6% |