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 | $65,180 | $110,094-40.8% | $151,611-57.0% | $68,494-4.8% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -9.85% | -10.12%+0.3pp | 3.33%-13.2pp | -7.84%-2.0pp |
| Employer contribution / active EE | $1,258 | $4,471-71.9% | $6,166-79.6% | $2,596-51.5% |
| Participant deferral / active EE | $4,373 | $6,527-33.0% | $8,363-47.7% | $4,027+8.6% |
| Admin fee / account holder | $4,148 | $7,719-46.3% | $11,616-64.3% | $5,403-23.2% |