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 | $148,978+43.9% | $200,582+6.9% | $84,808+152.8% |
| Participation rate | 71.9% | 84.2%-12.4pp | 86.9%-15.0pp | 68.3%+3.6pp |
| Annual return | 14.19% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $744 | $4,815-84.5% | $6,419-88.4% | $2,631-71.7% |
| Participant deferral / active EE | $7,200 | $7,142+0.8% | $9,331-22.8% | $4,212+71.0% |
| Admin fee / account holder | $59,961 | $13,977+329.0% | $16,305+267.8% | $7,344+716.5% |