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.
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 | $88,379 | $197,591-55.3% | $177,821-50.3% | $158,922-44.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.31% | 58.76%-47.4pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,317 | $6,697-80.3% | $5,918-77.7% | $4,761-72.3% |
| Participant deferral / active EE | $3,233 | $8,405-61.5% | $7,714-58.1% | $5,982-46.0% |
| Admin fee / account holder | $13,232 | $15,399-14.1% | $12,427+6.5% | $11,246+17.7% |