Filed February 22, 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.
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 | $73,276 | $60,892+20.3% | $82,389-11.1% | $84,808-13.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 0.00% | 37.29%-37.3pp | 28.67%-28.7pp | 40.90%-40.9pp |
| Employer contribution / active EE | $217 | $1,779-87.8% | $2,517-91.4% | $2,631-91.8% |
| Participant deferral / active EE | $1,393 | $3,179-56.2% | $4,155-66.5% | $4,212-66.9% |
| Admin fee / account holder | $3,920 | $5,467-28.3% | $7,231-45.8% | $7,344-46.6% |