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 | $37,785 | $93,571-59.6% | $135,903-72.2% | $75,163-49.7% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 12.70% | 30.90%-18.2pp | 68.23%-55.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $636 | $3,537-82.0% | $4,856-86.9% | $2,670-76.2% |
| Participant deferral / active EE | $2,437 | $6,404-61.9% | $7,758-68.6% | $4,125-40.9% |
| Admin fee / account holder | $1,845 | $6,975-73.6% | $10,762-82.9% | $5,651-67.4% |