Filed April 18, 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 | $50,032 | $110,094-54.6% | $151,611-67.0% | $68,494-27.0% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | -11.12% | -10.12%-1.0pp | 3.33%-14.5pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,251 | $4,471-72.0% | $6,166-79.7% | $2,596-51.8% |
| Participant deferral / active EE | $3,501 | $6,527-46.4% | $8,363-58.1% | $4,027-13.1% |
| Admin fee / account holder | $5,276 | $7,719-31.6% | $11,616-54.6% | $5,403-2.3% |