Filed December 1, 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 | $108,294 | $133,467-18.9% | $75,781+42.9% | - |
| Participation rate | 73.7% | 60.6%+13.2pp | 75.8%-2.1pp | - |
| Annual return | 0.21% | -2.40%+2.6pp | 9.68%-9.5pp | - |
| Employer contribution / active EE | $1,429 | $1,704-16.1% | $3,323-57.0% | - |
| Participant deferral / active EE | $3,904 | $2,196+77.8% | $3,651+6.9% | - |
| Admin fee / account holder | $5,977 | $9,890-39.6% | $5,299+12.8% | - |