Filed August 29, 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 | $73,423 | $109,413-32.9% | $156,263-53.0% | $84,808-13.4% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 13.24% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.7pp |
| Employer contribution / active EE | $539 | $2,907-81.5% | $4,333-87.6% | $2,631-79.5% |
| Participant deferral / active EE | $3,779 | $4,590-17.7% | $6,158-38.6% | $4,212-10.3% |
| Admin fee / account holder | $5,238 | $9,357-44.0% | $14,255-63.3% | $7,344-28.7% |