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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,294 | $88,751-81.6% | $81,812-80.1% | $145,922-88.8% |
| Participation rate | 81.0% | 75.0%+5.9pp | 72.3%+8.6pp | 80.3%+0.7pp |
| Annual return | 10.40% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,658 | $3,083-13.8% | $2,912-8.7% | $4,660-43.0% |
| Participant deferral / active EE | $345 | $4,643-92.6% | $4,319-92.0% | $6,688-94.8% |
| Admin fee / account holder | $5,264 | $8,415-37.5% | $7,386-28.7% | $13,397-60.7% |