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 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 | $20,223 | $92,703-78.2% | $82,719-75.6% | $134,475-85.0% |
| Participation rate | 73.7% | 75.2%-1.5pp | 72.6%+1.1pp | 81.2%-7.5pp |
| Annual return | -14.54% | 944.92%-959.5pp | 701.18%-715.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,951 | $3,274+20.7% | $3,009+31.3% | $4,740-16.6% |
| Participant deferral / active EE | $952 | $4,802-80.2% | $4,395-78.3% | $6,400-85.1% |
| Admin fee / account holder | $2,688 | $5,983-55.1% | $5,329-49.6% | $11,426-76.5% |