Filed June 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,812 | $153,772-60.5% | $133,980-54.6% | $273,961-77.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.14% | 36.51%-34.4pp | 29.30%-27.2pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,200 | $6,029-80.1% | $5,211-77.0% | $4,869-75.4% |
| Participant deferral / active EE | $1,200 | $6,958-82.8% | $6,282-80.9% | $5,287-77.3% |
| Admin fee / account holder | $8,057 | $11,765-31.5% | $9,324-13.6% | $10,132-20.5% |