Filed June 14, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,101 | $81,900+207.8% | $119,609+110.8% | $68,494+268.1% |
| Participation rate | 75.4% | 71.9%+3.5pp | 79.3%-3.9pp | 67.9%+7.5pp |
| Annual return | -16.47% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $430 | $2,693-84.1% | $4,232-89.9% | $2,596-83.5% |
| Participant deferral / active EE | $7,464 | $4,148+80.0% | $5,602+33.2% | $4,027+85.3% |
| Admin fee / account holder | $7,000 | $6,582+6.4% | $10,323-32.2% | $5,403+29.6% |