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.
Employer 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 | $72,380 | $137,414-47.3% | $189,513-61.8% | $85,850-15.7% |
| Participation rate | 94.0% | 84.6%+9.4pp | 87.8%+6.2pp | 69.3%+24.7pp |
| Annual return | 17.01% | 38.14%-21.1pp | 555.15%-538.1pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,022 | $4,344-76.5% | $6,162-83.4% | $2,565-60.2% |
| Participant deferral / active EE | $3,978 | $6,260-36.4% | $8,221-51.6% | $3,952+0.7% |
| Admin fee / account holder | $18,198 | $8,630+110.9% | $12,045+51.1% | $6,260+190.7% |