Filed February 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,773 | $157,256-83.6% | $141,162-81.7% | $152,861-83.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.55% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,402 | $5,261-73.3% | $4,735-70.4% | $4,762-70.6% |
| Participant deferral / active EE | $1,256 | $7,109-82.3% | $6,709-81.3% | $5,850-78.5% |
| Admin fee / account holder | $1,452 | $12,120-88.0% | $10,261-85.9% | $11,596-87.5% |