Filed January 23, 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.
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 | $152,972 | $131,829+16.0% | $108,579+40.9% | $273,961-44.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.02% | -91.57%+98.6pp | -51.70%+58.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $435 | $4,912-91.1% | $3,758-88.4% | $4,869-91.1% |
| Participant deferral / active EE | $2,965 | $5,127-42.2% | $4,311-31.2% | $5,287-43.9% |
| Admin fee / account holder | $4,825 | $10,252-52.9% | $7,645-36.9% | $10,132-52.4% |