Filed January 6, 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 | $172,165 | $99,079+73.8% | $77,999+120.7% | $273,961-37.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.33% | 217.93%-210.6pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $400 | $3,308-87.9% | $2,470-83.8% | $4,869-91.8% |
| Participant deferral / active EE | $15,067 | $4,306+249.9% | $3,497+330.9% | $5,287+185.0% |
| Admin fee / account holder | $4,907 | $8,954-45.2% | $5,480-10.5% | $10,132-51.6% |