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 | $51,105 | $110,094-53.6% | $151,611-66.3% | $68,494-25.4% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -14.73% | -10.12%-4.6pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $729 | $4,471-83.7% | $6,166-88.2% | $2,596-71.9% |
| Participant deferral / active EE | $2,145 | $6,527-67.1% | $8,363-74.4% | $4,027-46.7% |
| Admin fee / account holder | $1,934 | $7,719-74.9% | $11,616-83.3% | $5,403-64.2% |