Filed January 12, 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 | $178,247 | $58,577+204.3% | $83,333+113.9% | $64,186+177.7% |
| Participation rate | 85.2% | 72.0%+13.2pp | 77.8%+7.5pp | 69.6%+15.7pp |
| Annual return | -4.29% | 9.65%-13.9pp | 10.63%-14.9pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,671 | $4,654+21.9% | $5,565+1.9% | $3,470+63.5% |
| Admin fee / account holder | $26,546 | $9,275+186.2% | $7,510+253.5% | $4,888+443.1% |