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 | $214,539 | $68,346+213.9% | $94,646+126.7% | $75,163+185.4% |
| Participation rate | 79.2% | 76.1%+3.1pp | 80.8%-1.6pp | 67.2%+12.1pp |
| Annual return | 13.43% | 616.93%-603.5pp | 156.71%-143.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | -$15 | $2,701-100.6% | $3,672-100.4% | $2,670-100.6% |
| Participant deferral / active EE | $5,847 | $6,537-10.6% | $7,418-21.2% | $4,125+41.7% |
| Admin fee / account holder | $52,030 | $5,326+876.9% | $7,231+619.6% | $5,651+820.7% |