Filed January 31, 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.
Employer 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 | $60,147 | $138,347-56.5% | $184,203-67.3% | $80,856-25.6% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.6%+17.5pp |
| Annual return | 9.72% | 20.02%-10.3pp | 28.81%-19.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,333 | $4,850-72.5% | $6,427-79.3% | $2,755-51.6% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,730 | $10,483-83.5% | $13,901-87.6% | $6,918-75.0% |