Filed January 19, 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 8-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.
Participant 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 | $93,326 | $136,307-31.5% | $177,821-47.5% | $73,488+27.0% |
| Participation rate | 94.5% | 86.1%+8.4pp | 87.7%+6.8pp | 70.7%+23.9pp |
| Annual return | 14.08% | 18.68%-4.6pp | 48.32%-34.2pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,883 | $3,712-22.3% | $5,918-51.3% | $2,270+27.0% |
| Participant deferral / active EE | $3,221 | $5,829-44.7% | $7,714-58.2% | $3,740-13.9% |
| Admin fee / account holder | $8,892 | $596+1393.1% | $12,427-28.4% | $513+1633.2% |