Filed July 6, 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.
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 | $45,770 | $160,055-71.4% | $140,016-67.3% | $135,375-66.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.80% | 911.38%-913.2pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,083 | $6,420-67.6% | $5,606-62.8% | $4,779-56.4% |
| Participant deferral / active EE | $1,534 | $7,642-79.9% | $6,927-77.9% | $5,609-72.6% |
| Admin fee / account holder | $8,005 | $13,328-39.9% | $10,705-25.2% | $10,827-26.1% |