Filed January 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,796 | $96,635-80.5% | $86,612-78.3% | $139,434-86.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 10.42% | 106.41%-96.0pp | 591.07%-580.7pp | 372.94%-362.5pp |
| Employer contribution / active EE | $3,783 | $3,263+15.9% | $3,022+25.2% | $4,751-20.4% |
| Participant deferral / active EE | $446 | $4,836-90.8% | $4,438-90.0% | $6,710-93.4% |
| Admin fee / account holder | $7,478 | $6,408+16.7% | $5,614+33.2% | $11,403-34.4% |