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.
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 | $84,857 | $153,772-44.8% | $133,980-36.7% | $273,961-69.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 0.64% | 36.51%-35.9pp | 29.30%-28.7pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,247 | $6,029-79.3% | $5,211-76.1% | $4,869-74.4% |
| Participant deferral / active EE | $2,494 | $6,958-64.2% | $6,282-60.3% | $5,287-52.8% |
| Admin fee / account holder | $2,142 | $11,765-81.8% | $9,324-77.0% | $10,132-78.9% |