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 | $220,772 | $70,475+213.3% | $100,516+119.6% | $79,858+176.5% |
| Participation rate | 95.9% | 73.7%+22.3pp | 79.4%+16.5pp | 69.6%+26.3pp |
| Annual return | 10.43% | 21.90%-11.5pp | 30.89%-20.5pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,810 | $5,181+12.1% | $6,270-7.3% | $3,740+55.3% |
| Admin fee / account holder | $46,766 | $4,478+944.2% | $8,081+478.7% | $5,306+781.3% |