Filed June 16, 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 | $157,270 | $45,152+248.3% | $73,843+113.0% | $59,632+163.7% |
| Participation rate | 97.7% | 64.0%+33.7pp | 73.4%+24.3pp | 68.7%+29.1pp |
| Annual return | 2.83% | 27.40%-24.6pp | 2267.84%-2265.0pp | 2041.28%-2038.5pp |
| Employer contribution / active EE | $23,184 | $1,902+1119.1% | $2,787+731.7% | $2,203+952.6% |
| Participant deferral / active EE | $0 | $2,574-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $22,496 | $3,516+539.8% | $4,880+361.0% | $4,297+423.5% |