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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,240 | $121,341-46.2% | $189,513-65.6% | $79,386-17.8% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.8%+11.2pp | 70.7%+28.3pp |
| Annual return | 9.38% | 21.08%-11.7pp | 555.15%-545.8pp | 116.85%-107.5pp |
| Employer contribution / active EE | $2,903 | $3,915-25.8% | $6,162-52.9% | $2,427+19.6% |
| Participant deferral / active EE | $3,343 | $6,395-47.7% | $8,221-59.3% | $4,046-17.4% |
| Admin fee / account holder | $3,754 | $651+476.3% | $12,045-68.8% | $626+499.2% |