Filed April 4, 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 | $47,609 | $87,841-45.8% | $133,980-64.5% | $62,891-24.3% |
| Participation rate | 71.9% | 83.4%-11.5pp | 87.1%-15.2pp | 69.3%+2.6pp |
| Annual return | 9.46% | 12.05%-2.6pp | 29.30%-19.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $787 | $3,483-77.4% | $5,211-84.9% | $2,281-65.5% |
| Participant deferral / active EE | $2,137 | $4,812-55.6% | $6,282-66.0% | $3,203-33.3% |
| Admin fee / account holder | $1,541 | $5,371-71.3% | $9,324-83.5% | $4,296-64.1% |