Filed January 25, 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,313 | $132,049-39.9% | $200,582-60.5% | $74,304+6.7% |
| Participation rate | 97.1% | 84.1%+13.1pp | 86.9%+10.2pp | 60.3%+36.8pp |
| Annual return | 73.37% | 22.22%+51.2pp | 42.33%+31.0pp | 29.43%+43.9pp |
| Employer contribution / active EE | $2,448 | $4,558-46.3% | $6,419-61.9% | $2,241+9.2% |
| Participant deferral / active EE | $3,870 | $7,213-46.3% | $9,331-58.5% | $3,767+2.7% |
| Admin fee / account holder | $383 | $2,405-84.1% | $16,305-97.7% | $2,969-87.1% |