Filed January 16, 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 | $89,144 | $160,055-44.3% | $140,016-36.3% | $135,375-34.2% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -6.92% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,404 | $6,420-78.1% | $5,606-75.0% | $4,779-70.6% |
| Participant deferral / active EE | $2,628 | $7,642-65.6% | $6,927-62.1% | $5,609-53.1% |
| Admin fee / account holder | $312 | $13,328-97.7% | $10,705-97.1% | $10,827-97.1% |