Filed September 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.
Participant 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 | $101,023 | $123,793-18.4% | $177,821-43.2% | $79,858+26.5% |
| Participation rate | 89.7% | 84.7%+5.1pp | 87.7%+2.0pp | 69.6%+20.1pp |
| Annual return | 10.88% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,712 | $4,095-33.8% | $5,918-54.2% | $2,471+9.8% |
| Participant deferral / active EE | $2,519 | $5,956-57.7% | $7,714-67.4% | $3,740-32.7% |
| Admin fee / account holder | $773 | $7,243-89.3% | $12,427-93.8% | $5,306-85.4% |