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 | $101,344 | $100,754+0.6% | $86,677+16.9% | $134,475-24.6% |
| Participation rate | 73.7% | 78.9%-5.2pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -11.85% | 29.04%-40.9pp | 35.91%-47.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $608 | $3,489-82.6% | $2,836-78.5% | $4,740-87.2% |
| Participant deferral / active EE | $5,122 | $5,338-4.0% | $4,656+10.0% | $6,400-20.0% |
| Admin fee / account holder | $28,081 | $10,926+157.0% | $7,493+274.7% | $11,426+145.8% |