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 | $102,150 | $125,758-18.8% | $169,993-39.9% | $75,163+35.9% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.0%+10.5pp | 67.2%+30.3pp |
| Annual return | 14.88% | 27.20%-12.3pp | 53.37%-38.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $3,250 | $4,615-29.6% | $6,785-52.1% | $2,670+21.7% |
| Participant deferral / active EE | $2,759 | $6,837-59.7% | $10,408-73.5% | $4,125-33.1% |
| Admin fee / account holder | $2,476 | $8,173-69.7% | $12,815-80.7% | $5,651-56.2% |