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 | $64,745 | $125,758-48.5% | $169,993-61.9% | $75,163-13.9% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.0%-0.8pp | 67.2%+19.0pp |
| Annual return | 15.47% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $919 | $4,615-80.1% | $6,785-86.5% | $2,670-65.6% |
| Participant deferral / active EE | $2,225 | $6,837-67.5% | $10,408-78.6% | $4,125-46.1% |
| Admin fee / account holder | $1,188 | $8,173-85.5% | $12,815-90.7% | $5,651-79.0% |