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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,097 | $137,414-31.5% | $189,513-50.3% | $85,850+9.6% |
| Participation rate | 95.3% | 84.6%+10.7pp | 87.8%+7.5pp | 69.3%+26.0pp |
| Annual return | 9.55% | 38.14%-28.6pp | 555.15%-545.6pp | 318.53%-309.0pp |
| Employer contribution / active EE | $3,441 | $4,344-20.8% | $6,162-44.1% | $2,565+34.2% |
| Participant deferral / active EE | $1,958 | $6,260-68.7% | $8,221-76.2% | $3,952-50.4% |
| Admin fee / account holder | $10,576 | $8,630+22.6% | $12,045-12.2% | $6,260+69.0% |