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 | $108,372 | $138,347-21.7% | $184,203-41.2% | $80,856+34.0% |
| Participation rate | 74.1% | 83.9%-9.7pp | 86.8%-12.7pp | 67.6%+6.5pp |
| Annual return | 13.74% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,281 | $4,850-53.0% | $6,427-64.5% | $2,755-17.2% |
| Participant deferral / active EE | $2,047 | $7,071-71.1% | $9,131-77.6% | $4,296-52.4% |
| Admin fee / account holder | $1,938 | $10,483-81.5% | $13,901-86.1% | $6,918-72.0% |