Filed February 21, 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 | $151,051 | $160,055-5.6% | $140,016+7.9% | $135,375+11.6% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -6.82% | 911.38%-918.2pp | 651.12%-657.9pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,032 | $6,420-83.9% | $5,606-81.6% | $4,779-78.4% |
| Participant deferral / active EE | $4,365 | $7,642-42.9% | $6,927-37.0% | $5,609-22.2% |
| Admin fee / account holder | $2,422 | $13,328-81.8% | $10,705-77.4% | $10,827-77.6% |