Filed January 23, 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 | $115,845 | $104,907+10.4% | $84,611+36.9% | $152,861-24.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.68% | 373.79%-351.1pp | 258.74%-236.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $601 | $3,302-81.8% | $2,652-77.3% | $4,762-87.4% |
| Participant deferral / active EE | $601 | $4,688-87.2% | $3,899-84.6% | $5,850-89.7% |
| Admin fee / account holder | $964 | $6,241-84.6% | $4,912-80.4% | $11,596-91.7% |