Filed July 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,793 | $68,408-31.6% | $57,179-18.2% | $57,658-18.8% |
| Participation rate | 90.1% | 79.1%+11.0pp | 75.3%+14.8pp | 70.2%+19.9pp |
| Annual return | 0.97% | 8.51%-7.5pp | 14.59%-13.6pp | 5.13%-4.2pp |
| Employer contribution / active EE | $1,861 | $2,869-35.1% | $2,682-30.6% | $1,974-5.7% |
| Participant deferral / active EE | $590 | $2,903-79.7% | $3,096-81.0% | $3,061-80.7% |
| Admin fee / account holder | $315 | $70+351.5% | $3,139-90.0% | $95+232.7% |