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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,928 | $63,355+256.6% | $91,989+145.6% | $72,985+209.6% |
| Participation rate | 91.8% | 72.5%+19.3pp | 78.6%+13.2pp | 69.5%+22.4pp |
| Annual return | 17.96% | 35.35%-17.4pp | 69.02%-51.1pp | 81.00%-63.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,305 | $4,883+29.1% | $5,923+6.5% | $3,607+74.8% |
| Admin fee / account holder | $10,692 | $4,668+129.0% | $7,743+38.1% | $5,124+108.6% |