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 | $136,723 | $101,724+34.4% | $164,813-17.0% | $80,856+69.1% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 9.85% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.7pp |
| Employer contribution / active EE | $708 | $2,953-76.0% | $4,341-83.7% | $2,755-74.3% |
| Participant deferral / active EE | $5,629 | $4,477+25.7% | $6,031-6.7% | $4,296+31.0% |
| Admin fee / account holder | $2,883 | $8,227-65.0% | $12,690-77.3% | $6,918-58.3% |