Filed January 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 3-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 | $82,673 | $77,634+6.5% | $156,549-47.2% | $62,891+31.5% |
| Participation rate | 83.3% | 71.2%+12.1pp | 84.0%-0.7pp | 69.3%+14.0pp |
| Annual return | 6.15% | 50.32%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $31,041 | $3,444+801.4% | $5,501+464.3% | $2,281+1260.9% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,912 | $5,561+78.2% | $13,027-23.9% | $4,296+130.7% |