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.
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 | $61,809 | $136,307-54.7% | $177,821-65.2% | $73,488-15.9% |
| Participation rate | 93.5% | 86.1%+7.4pp | 87.7%+5.7pp | 70.7%+22.8pp |
| Annual return | 42.04% | 18.68%+23.4pp | 48.32%-6.3pp | 28.51%+13.5pp |
| Employer contribution / active EE | $2,503 | $3,712-32.6% | $5,918-57.7% | $2,270+10.2% |
| Participant deferral / active EE | $2,808 | $5,829-51.8% | $7,714-63.6% | $3,740-24.9% |
| Admin fee / account holder | $1,616 | $596+171.3% | $12,427-87.0% | $513+214.9% |