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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,135 | $91,552+56.3% | $133,956+6.9% | $79,858+79.2% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 6.78% | 61.85%-55.1pp | 45.09%-38.3pp | 31.71%-24.9pp |
| Employer contribution / active EE | $420 | $2,384-82.4% | $3,919-89.3% | $2,471-83.0% |
| Participant deferral / active EE | $3,122 | $3,733-16.4% | $5,048-38.2% | $3,740-16.5% |
| Admin fee / account holder | $26,651 | $6,321+321.6% | $8,927+198.5% | $5,306+402.3% |