Filed January 14, 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 | $154,690 | $70,756+118.6% | $65,493+136.2% | $142,382+8.6% |
| Participation rate | 77.3% | 77.4%-0.1pp | 73.1%+4.2pp | 80.1%-2.8pp |
| Annual return | 14.94% | 1754.89%-1740.0pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,787 | $4,637+67.9% | $3,961+96.6% | $6,507+19.7% |
| Admin fee / account holder | $3,147 | $6,559-52.0% | $5,028-37.4% | $12,624-75.1% |