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 | $87,994 | $81,446+8.0% | $103,374-14.9% | $80,874+8.8% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.6%+18.1pp |
| Annual return | 15.21% | 25.57%-10.4pp | 24.89%-9.7pp | 35.62%-20.4pp |
| Employer contribution / active EE | $151 | $3,107-95.1% | $3,869-96.1% | $2,756-94.5% |
| Participant deferral / active EE | $2,100 | $3,870-45.7% | $5,058-58.5% | $4,297-51.1% |
| Admin fee / account holder | $496 | $6,715-92.6% | $8,394-94.1% | $6,935-92.9% |