Filed February 25, 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 | $27,516 | $148,534-81.5% | $135,903-79.8% | $139,434-80.3% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 8.34% | 79.19%-70.9pp | 68.23%-59.9pp | 372.94%-364.6pp |
| Employer contribution / active EE | $1,244 | $5,243-76.3% | $4,856-74.4% | $4,751-73.8% |
| Participant deferral / active EE | $1,592 | $8,100-80.3% | $7,758-79.5% | $6,710-76.3% |
| Admin fee / account holder | $4,643 | $12,400-62.6% | $10,762-56.9% | $11,403-59.3% |