Filed February 21, 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 | $58,885 | $91,552-35.7% | $133,956-56.0% | $79,858-26.3% |
| Participation rate | 78.7% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.1pp |
| Annual return | 44.32% | 61.85%-17.5pp | 45.09%-0.8pp | 31.71%+12.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,173 | $3,733+11.8% | $5,048-17.3% | $3,740+11.6% |
| Admin fee / account holder | $952 | $6,321-84.9% | $8,927-89.3% | $5,306-82.1% |