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 | $23,673 | $57,065-58.5% | $75,670-68.7% | $70,131-66.2% |
| Participation rate | 90.9% | 68.1%+22.8pp | 72.3%+18.6pp | 69.5%+21.4pp |
| Annual return | 19.20% | 23.57%-4.4pp | 27.34%-8.1pp | 73.14%-53.9pp |
| Employer contribution / active EE | $455 | $1,817-75.0% | $2,352-80.7% | $2,342-80.6% |
| Participant deferral / active EE | $620 | $2,580-76.0% | $3,142-80.3% | $3,332-81.4% |
| Admin fee / account holder | $640 | $3,825-83.3% | $5,800-89.0% | $4,645-86.2% |