Filed April 13, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,091 | $62,586+117.4% | $76,768+77.3% | $64,186+112.0% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | 32.32% | -1.95%+34.3pp | 2.43%+29.9pp | 7.63%+24.7pp |
| Employer contribution / active EE | $2,399 | $1,832+30.9% | $2,485-3.5% | $2,381+0.7% |
| Participant deferral / active EE | $1,149 | $3,145-63.5% | $3,852-70.2% | $3,470-66.9% |
| Admin fee / account holder | $3,625 | $4,667-22.3% | $6,675-45.7% | $4,888-25.8% |