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 | $105,415 | $201,272-47.6% | $184,203-42.8% | $145,922-27.8% |
| Participation rate | 94.7% | 87.5%+7.2pp | 86.8%+7.9pp | 80.3%+14.5pp |
| Annual return | 11.96% | 29.00%-17.0pp | 28.81%-16.9pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,447 | $7,022-79.4% | $6,427-77.5% | $4,660-69.0% |
| Participant deferral / active EE | $4,335 | $9,806-55.8% | $9,131-52.5% | $6,688-35.2% |
| Admin fee / account holder | $13,367 | $16,364-18.3% | $13,901-3.8% | $13,397-0.2% |