Filed January 6, 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 | $221,012 | $88,634+149.4% | $101,326+118.1% | $74,304+197.4% |
| Participation rate | 73.2% | 76.9%-3.6pp | 81.5%-8.3pp | 60.3%+12.9pp |
| Annual return | 14.54% | 33.10%-18.6pp | 36.82%-22.3pp | 29.43%-14.9pp |
| Employer contribution / active EE | $721 | $2,930-75.4% | $3,665-80.3% | $2,241-67.8% |
| Participant deferral / active EE | $2,438 | $7,322-66.7% | $7,994-69.5% | $3,767-35.3% |
| Admin fee / account holder | $6,304 | $2,425+159.9% | $11,185-43.6% | $2,969+112.3% |