Filed February 6, 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.
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 | $232,631 | $160,055+45.3% | $140,016+66.1% | $135,375+71.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -3.14% | 911.38%-914.5pp | 651.12%-654.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $7,257 | $6,420+13.0% | $5,606+29.4% | $4,779+51.8% |
| Participant deferral / active EE | $2,233 | $7,642-70.8% | $6,927-67.8% | $5,609-60.2% |
| Admin fee / account holder | $42,690 | $13,328+220.3% | $10,705+298.8% | $10,827+294.3% |