Filed January 6, 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 | $73,467 | $96,635-24.0% | $86,612-15.2% | $139,434-47.3% |
| Participation rate | 90.5% | 74.4%+16.1pp | 71.7%+18.8pp | 80.3%+10.2pp |
| Annual return | 11.29% | 106.41%-95.1pp | 591.07%-579.8pp | 372.94%-361.6pp |
| Employer contribution / active EE | -$52 | $3,263-101.6% | $3,022-101.7% | $4,751-101.1% |
| Participant deferral / active EE | $2,180 | $4,836-54.9% | $4,438-50.9% | $6,710-67.5% |
| Admin fee / account holder | $7,446 | $6,408+16.2% | $5,614+32.6% | $11,403-34.7% |