Filed January 18, 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 | $66,944 | $109,359-38.8% | $162,163-58.7% | $72,985-8.3% |
| Participation rate | 76.3% | 84.3%-7.9pp | 87.6%-11.2pp | 69.5%+6.8pp |
| Annual return | 18.72% | 25.46%-6.7pp | 115.59%-96.9pp | 81.00%-62.3pp |
| Employer contribution / active EE | $341 | $3,907-91.3% | $5,614-93.9% | $2,440-86.0% |
| Participant deferral / active EE | $2,964 | $5,481-45.9% | $7,298-59.4% | $3,607-17.8% |
| Admin fee / account holder | $521 | $7,972-93.5% | $10,843-95.2% | $5,124-89.8% |