Filed June 16, 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 | $152,669 | $123,793+23.3% | $177,821-14.1% | $79,858+91.2% |
| Participation rate | 75.8% | 84.7%-8.9pp | 87.7%-12.0pp | 69.6%+6.1pp |
| Annual return | 16.80% | 22.82%-6.0pp | 48.32%-31.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $565 | $4,095-86.2% | $5,918-90.4% | $2,471-77.1% |
| Participant deferral / active EE | $4,820 | $5,956-19.1% | $7,714-37.5% | $3,740+28.9% |
| Admin fee / account holder | $9,304 | $7,243+28.5% | $12,427-25.1% | $5,306+75.3% |