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 | $88,502 | $110,094-19.6% | $151,611-41.6% | $68,494+29.2% |
| Participation rate | 93.0% | 84.0%+9.1pp | 87.5%+5.5pp | 67.9%+25.1pp |
| Annual return | -15.05% | -10.12%-4.9pp | 3.33%-18.4pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,025 | $4,471-54.7% | $6,166-67.2% | $2,596-22.0% |
| Participant deferral / active EE | $2,689 | $6,527-58.8% | $8,363-67.9% | $4,027-33.2% |
| Admin fee / account holder | $2,122 | $7,719-72.5% | $11,616-81.7% | $5,403-60.7% |