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 | $244,837 | $77,145+217.4% | $108,410+125.8% | $85,850+185.2% |
| Participation rate | 82.8% | 74.7%+8.1pp | 80.1%+2.6pp | 69.3%+13.4pp |
| Annual return | 11.50% | 44.54%-33.0pp | 905.27%-893.8pp | 318.53%-307.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,041 | $5,566-9.4% | $6,563-23.2% | $3,952+27.6% |
| Admin fee / account holder | $16,515 | $5,172+219.3% | $7,295+126.4% | $6,260+163.8% |