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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,449 | $125,758-59.1% | $169,993-69.7% | $75,163-31.6% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.0%+8.5pp | 67.2%+28.3pp |
| Annual return | 10.96% | 27.20%-16.2pp | 53.37%-42.4pp | 160.62%-149.7pp |
| Employer contribution / active EE | $1,151 | $4,615-75.1% | $6,785-83.0% | $2,670-56.9% |
| Participant deferral / active EE | $3,649 | $6,837-46.6% | $10,408-64.9% | $4,125-11.5% |
| Admin fee / account holder | $2,309 | $8,173-71.7% | $12,815-82.0% | $5,651-59.1% |