Filed January 25, 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 | $43,431 | $100,041-56.6% | $149,718-71.0% | $70,131-38.1% |
| Participation rate | 92.9% | 83.6%+9.4pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 133.13% | 27.43%+105.7pp | 1501.63%-1368.5pp | 73.14%+60.0pp |
| Employer contribution / active EE | $664 | $3,662-81.9% | $5,445-87.8% | $2,342-71.7% |
| Participant deferral / active EE | $1,893 | $4,983-62.0% | $6,569-71.2% | $3,332-43.2% |
| Admin fee / account holder | $10,318 | $8,286+24.5% | $11,283-8.5% | $4,645+122.1% |