Filed August 1, 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 | $40,929 | $58,234-29.7% | $81,783-50.0% | $80,874-49.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.14% | 41.70%-29.6pp | 775.05%-762.9pp | 35.62%-23.5pp |
| Employer contribution / active EE | $261 | $2,341-88.9% | $2,913-91.0% | $2,756-90.5% |
| Participant deferral / active EE | $4,157 | $3,283+26.6% | $4,320-3.8% | $4,297-3.3% |
| Admin fee / account holder | $4,332 | $4,982-13.0% | $7,380-41.3% | $6,935-37.5% |