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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,520 | $183,963-73.6% | $162,163-70.1% | $152,861-68.3% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.6%-17.6pp | 82.4%-12.4pp |
| Annual return | 13.18% | 150.76%-137.6pp | 115.59%-102.4pp | 345.32%-332.1pp |
| Employer contribution / active EE | $732 | $6,371-88.5% | $5,614-87.0% | $4,762-84.6% |
| Participant deferral / active EE | $2,291 | $8,034-71.5% | $7,298-68.6% | $5,850-60.8% |
| Admin fee / account holder | $7,206 | $13,121-45.1% | $10,843-33.5% | $11,596-37.9% |