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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,988 | $51,638-22.6% | $68,368-41.5% | $82,448-51.5% |
| Participation rate | 94.7% | 63.6%+31.1pp | 73.8%+21.0pp | 68.1%+26.7pp |
| Annual return | 11.35% | 37.53%-26.2pp | 292.57%-281.2pp | 41.64%-30.3pp |
| Employer contribution / active EE | $187 | $2,047-90.9% | $2,649-93.0% | $2,551-92.7% |
| Participant deferral / active EE | $4,844 | $2,914+66.3% | $4,123+17.5% | $4,139+17.0% |
| Admin fee / account holder | $10,464 | $4,643+125.3% | $5,150+103.2% | $7,234+44.6% |