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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,020 | $85,766-66.2% | $136,294-78.7% | $70,131-58.6% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 10.31% | 31.45%-21.1pp | 5155.94%-5145.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $467 | $2,966-84.2% | $4,695-90.0% | $2,342-80.1% |
| Participant deferral / active EE | $1,798 | $5,051-64.4% | $6,247-71.2% | $3,332-46.0% |
| Admin fee / account holder | $1,876 | $5,420-65.4% | $9,243-79.7% | $4,645-59.6% |