Filed March 10, 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.
Participant 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 | $50,009 | $183,963-72.8% | $162,163-69.2% | $152,861-67.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.6%+6.2pp | 82.4%+11.3pp |
| Annual return | 29.30% | 150.76%-121.5pp | 115.59%-86.3pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,052 | $6,371-52.1% | $5,614-45.6% | $4,762-35.9% |
| Participant deferral / active EE | $2,471 | $8,034-69.2% | $7,298-66.1% | $5,850-57.8% |
| Admin fee / account holder | $2,033 | $13,121-84.5% | $10,843-81.3% | $11,596-82.5% |