Filed January 25, 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.
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 | $22,085 | $48,274-54.2% | $63,517-65.2% | $59,632-63.0% |
| Participation rate | 83.1% | 66.3%+16.8pp | 71.0%+12.1pp | 68.7%+14.4pp |
| Annual return | 11.07% | -240.79%+251.9pp | -70.30%+81.4pp | 2041.28%-2030.2pp |
| Employer contribution / active EE | $525 | $1,586-66.9% | $2,322-77.4% | $2,203-76.2% |
| Participant deferral / active EE | $912 | $2,343-61.1% | $2,953-69.1% | $3,192-71.4% |
| Admin fee / account holder | $3,068 | $3,600-14.8% | $5,892-47.9% | $4,297-28.6% |