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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,170 | $137,414+18.7% | $189,513-13.9% | $85,850+90.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 87.8%-7.8pp | 69.3%+10.7pp |
| Annual return | 10.72% | 38.14%-27.4pp | 555.15%-544.4pp | 318.53%-307.8pp |
| Employer contribution / active EE | $676 | $4,344-84.4% | $6,162-89.0% | $2,565-73.6% |
| Participant deferral / active EE | $4,598 | $6,260-26.6% | $8,221-44.1% | $3,952+16.3% |
| Admin fee / account holder | $10,824 | $8,630+25.4% | $12,045-10.1% | $6,260+72.9% |