Filed February 22, 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 7-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 | $86,041 | $94,529-9.0% | $140,016-38.5% | $64,186+34.1% |
| Participation rate | 90.6% | 84.1%+6.5pp | 87.5%+3.1pp | 69.6%+21.1pp |
| Annual return | -0.25% | 7.77%-8.0pp | 651.12%-651.4pp | 7.63%-7.9pp |
| Employer contribution / active EE | $315 | $3,812-91.7% | $5,606-94.4% | $2,381-86.8% |
| Participant deferral / active EE | $4,545 | $5,250-13.4% | $6,927-34.4% | $3,470+31.0% |
| Admin fee / account holder | $3,587 | $6,741-46.8% | $10,705-66.5% | $4,888-26.6% |