Filed July 14, 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 | $54,768 | $105,860-48.3% | $90,749-39.6% | $134,475-59.3% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -18.58% | -11.01%-7.6pp | -12.16%-6.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,782 | $5,216-46.7% | $4,564-39.1% | $6,400-56.5% |
| Admin fee / account holder | $2,828 | $13,938-79.7% | $8,445-66.5% | $11,426-75.2% |