Filed September 7, 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 | $69,878 | $137,414-49.1% | $189,513-63.1% | $85,850-18.6% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.1pp |
| Annual return | 16.45% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $2,029 | $4,344-53.3% | $6,162-67.1% | $2,565-20.9% |
| Participant deferral / active EE | $2,576 | $6,260-58.9% | $8,221-68.7% | $3,952-34.8% |
| Admin fee / account holder | $30,785 | $8,630+256.7% | $12,045+155.6% | $6,260+391.8% |