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 | $154,773 | $87,841+76.2% | $133,980+15.5% | $62,891+146.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 87.1%-7.1pp | 69.3%+10.7pp |
| Annual return | 6.41% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $636 | $3,483-81.7% | $5,211-87.8% | $2,281-72.1% |
| Participant deferral / active EE | $7,705 | $4,812+60.1% | $6,282+22.7% | $3,203+140.6% |
| Admin fee / account holder | $768 | $5,371-85.7% | $9,324-91.8% | $4,296-82.1% |