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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,817 | $98,750-67.8% | $149,696-78.7% | $79,858-60.2% |
| Participation rate | 86.7% | 75.8%+10.9pp | 82.5%+4.2pp | 69.6%+17.0pp |
| Annual return | 11.35% | 27.43%-16.1pp | 276.60%-265.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $744 | $3,216-76.9% | $4,644-84.0% | $2,471-69.9% |
| Participant deferral / active EE | $2,328 | $5,680-59.0% | $6,842-66.0% | $3,740-37.8% |
| Admin fee / account holder | $1,168 | $6,053-80.7% | $9,309-87.5% | $5,306-78.0% |