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 | $84,934 | $110,094-22.9% | $151,611-44.0% | $68,494+24.0% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -17.66% | -10.12%-7.5pp | 3.33%-21.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $426 | $4,471-90.5% | $6,166-93.1% | $2,596-83.6% |
| Participant deferral / active EE | $4,377 | $6,527-32.9% | $8,363-47.7% | $4,027+8.7% |
| Admin fee / account holder | $7,702 | $7,719-0.2% | $11,616-33.7% | $5,403+42.6% |