Filed January 23, 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 | $217,885 | $109,881+98.3% | $150,045+45.2% | $84,808+156.9% |
| Participation rate | 90.2% | 76.1%+14.2pp | 82.3%+7.9pp | 68.3%+21.9pp |
| Annual return | 20.77% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $653 | $3,561-81.7% | $4,693-86.1% | $2,631-75.2% |
| Participant deferral / active EE | $5,717 | $6,636-13.8% | $7,997-28.5% | $4,212+35.7% |
| Admin fee / account holder | $800 | $8,568-90.7% | $13,435-94.0% | $7,344-89.1% |