Filed January 12, 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 | $163,660 | $201,272-18.7% | $184,203-11.2% | $145,922+12.2% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.2pp |
| Annual return | 17.84% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $7,989 | $7,022+13.8% | $6,427+24.3% | $4,660+71.5% |
| Participant deferral / active EE | $2,413 | $9,806-75.4% | $9,131-73.6% | $6,688-63.9% |
| Admin fee / account holder | $5,273 | $16,364-67.8% | $13,901-62.1% | $13,397-60.6% |