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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,271 | $54,350-7.5% | $82,719-39.2% | $68,494-26.6% |
| Participation rate | 93.9% | 63.9%+30.0pp | 72.6%+21.3pp | 67.9%+26.0pp |
| Annual return | -20.71% | -13.67%-7.0pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,338 | $3,246+2.8% | $4,395-24.0% | $4,027-17.1% |
| Admin fee / account holder | $8,522 | $4,395+93.9% | $5,329+59.9% | $5,403+57.7% |