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 | $71,284 | $148,978-52.2% | $200,582-64.5% | $84,808-15.9% |
| Participation rate | 89.7% | 84.2%+5.4pp | 86.9%+2.8pp | 68.3%+21.3pp |
| Annual return | 14.31% | 28.16%-13.9pp | 42.33%-28.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $953 | $4,815-80.2% | $6,419-85.2% | $2,631-63.8% |
| Participant deferral / active EE | $2,939 | $7,142-58.9% | $9,331-68.5% | $4,212-30.2% |
| Admin fee / account holder | $6,815 | $13,977-51.2% | $16,305-58.2% | $7,344-7.2% |