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 | $79,199 | $123,793-36.0% | $177,821-55.5% | $79,858-0.8% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 11.46% | 22.82%-11.4pp | 48.32%-36.9pp | 31.71%-20.3pp |
| Employer contribution / active EE | $284 | $4,095-93.1% | $5,918-95.2% | $2,471-88.5% |
| Participant deferral / active EE | $3,085 | $5,956-48.2% | $7,714-60.0% | $3,740-17.5% |
| Admin fee / account holder | $658 | $7,243-90.9% | $12,427-94.7% | $5,306-87.6% |