Filed July 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,552 | $72,404-9.5% | $110,238-40.5% | $64,186+2.1% |
| Participation rate | 75.6% | 73.3%+2.2pp | 79.8%-4.3pp | 69.6%+6.0pp |
| Annual return | -5.19% | -6.29%+1.1pp | 314.74%-319.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $497 | $2,282-78.2% | $3,826-87.0% | $2,381-79.1% |
| Participant deferral / active EE | $3,761 | $3,469+8.4% | $4,672-19.5% | $3,470+8.4% |
| Admin fee / account holder | $8,840 | $5,664+56.1% | $8,547+3.4% | $4,888+80.9% |