Filed January 17, 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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,592 | $52,580-76.1% | $71,671-82.4% | $70,131-82.0% |
| Participation rate | 92.0% | 60.9%+31.1pp | 68.7%+23.3pp | 69.5%+22.5pp |
| Annual return | 10.90% | 20.25%-9.3pp | 20.65%-9.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $590 | $1,616-63.5% | $2,460-76.0% | $2,342-74.8% |
| Participant deferral / active EE | $1,547 | $2,386-35.2% | $3,438-55.0% | $3,332-53.6% |
| Admin fee / account holder | $4,735 | $3,653+29.6% | $5,558-14.8% | $4,645+1.9% |