Filed April 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,403 | $160,055-74.1% | $140,016-70.4% | $135,375-69.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.5%-16.1pp | 82.6%-11.2pp |
| Annual return | -1.80% | 911.38%-913.2pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $1,839 | $6,420-71.4% | $5,606-67.2% | $4,779-61.5% |
| Participant deferral / active EE | $2,228 | $7,642-70.8% | $6,927-67.8% | $5,609-60.3% |
| Admin fee / account holder | $16,647 | $13,328+24.9% | $10,705+55.5% | $10,827+53.8% |