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 | $66,742 | $138,347-51.8% | $184,203-63.8% | $80,856-17.5% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 11.19% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $892 | $4,850-81.6% | $6,427-86.1% | $2,755-67.6% |
| Participant deferral / active EE | $2,498 | $7,071-64.7% | $9,131-72.6% | $4,296-41.9% |
| Admin fee / account holder | $9,152 | $10,483-12.7% | $13,901-34.2% | $6,918+32.3% |