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 | $107,817 | $81,900+31.6% | $119,609-9.9% | $68,494+57.4% |
| Participation rate | 86.2% | 71.9%+14.3pp | 79.3%+6.9pp | 67.9%+18.3pp |
| Annual return | -10.43% | -23.82%+13.4pp | -14.97%+4.5pp | -7.84%-2.6pp |
| Employer contribution / active EE | $624 | $2,693-76.8% | $4,232-85.2% | $2,596-75.9% |
| Participant deferral / active EE | $4,645 | $4,148+12.0% | $5,602-17.1% | $4,027+15.3% |
| Admin fee / account holder | $1,515 | $6,582-77.0% | $10,323-85.3% | $5,403-72.0% |