Filed March 15, 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 | $37,002 | $87,841-57.9% | $133,980-72.4% | $62,891-41.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 5.95% | 12.05%-6.1pp | 29.30%-23.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $682 | $3,483-80.4% | $5,211-86.9% | $2,281-70.1% |
| Participant deferral / active EE | $2,548 | $4,812-47.1% | $6,282-59.4% | $3,203-20.5% |
| Admin fee / account holder | $1,778 | $5,371-66.9% | $9,324-80.9% | $4,296-58.6% |