Filed March 4, 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 | $45,562 | $49,177-7.3% | $79,464-42.7% | $64,186-29.0% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -2.77% | -1.16%-1.6pp | 718.14%-720.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,197 | $2,821-22.1% | $3,704-40.7% | $3,470-36.7% |
| Admin fee / account holder | $787 | $3,839-79.5% | $5,113-84.6% | $4,888-83.9% |