Filed May 10, 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 | $82,093 | $109,359-24.9% | $162,163-49.4% | $72,985+12.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.02% | 25.46%-6.4pp | 115.59%-96.6pp | 81.00%-62.0pp |
| Employer contribution / active EE | $3,518 | $3,907-10.0% | $5,614-37.3% | $2,440+44.2% |
| Participant deferral / active EE | $2,098 | $5,481-61.7% | $7,298-71.2% | $3,607-41.8% |
| Admin fee / account holder | $5,534 | $7,972-30.6% | $10,843-49.0% | $5,124+8.0% |