Filed January 19, 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 | $214,423 | $146,267+46.6% | $197,124+8.8% | $82,448+160.1% |
| Participation rate | 71.9% | 84.0%-12.1pp | 86.7%-14.8pp | 68.1%+3.8pp |
| Annual return | 14.19% | 29.61%-15.4pp | 44.34%-30.2pp | 41.64%-27.4pp |
| Employer contribution / active EE | $744 | $4,723-84.2% | $6,227-88.1% | $2,551-70.8% |
| Participant deferral / active EE | $7,200 | $7,035+2.4% | $9,135-21.2% | $4,139+73.9% |
| Admin fee / account holder | $59,961 | $14,422+315.8% | $16,298+267.9% | $7,234+728.8% |