Filed April 7, 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 | $106,757 | $112,096-4.8% | $95,952+11.3% | $158,922-32.8% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 12.23% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $597 | $3,198-81.3% | $2,541-76.5% | $4,761-87.5% |
| Participant deferral / active EE | $4,098 | $4,784-14.3% | $4,167-1.6% | $5,982-31.5% |
| Admin fee / account holder | $1,829 | $10,130-81.9% | $6,795-73.1% | $11,246-83.7% |