Filed October 24, 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 | $121,936 | $86,929+40.3% | $102,423+19.1% | $80,856+50.8% |
| Participation rate | 94.7% | 72.4%+22.3pp | 76.5%+18.2pp | 67.6%+27.0pp |
| Annual return | 11.94% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $667 | $2,369-71.9% | $3,023-77.9% | $2,755-75.8% |
| Participant deferral / active EE | $5,818 | $4,118+41.3% | $5,053+15.1% | $4,296+35.4% |
| Admin fee / account holder | $6,755 | $8,049-16.1% | $9,451-28.5% | $6,918-2.4% |