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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,692 | $201,272-84.8% | $184,203-83.3% | $145,922-79.0% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 5.05% | 29.00%-24.0pp | 28.81%-23.8pp | 561.29%-556.2pp |
| Employer contribution / active EE | $946 | $7,022-86.5% | $6,427-85.3% | $4,660-79.7% |
| Participant deferral / active EE | $1,290 | $9,806-86.8% | $9,131-85.9% | $6,688-80.7% |
| Admin fee / account holder | $5,965 | $16,364-63.5% | $13,901-57.1% | $13,397-55.5% |