Filed July 29, 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 | $150,154 | $171,865-12.6% | $149,718+0.3% | $147,584+1.7% |
| Participation rate | 77.3% | 88.2%-10.9pp | 87.1%-9.8pp | 82.8%-5.6pp |
| Annual return | 20.19% | 2113.22%-2093.0pp | 1501.63%-1481.4pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,047 | $6,275-83.3% | $5,445-80.8% | $4,876-78.5% |
| Participant deferral / active EE | $4,253 | $7,271-41.5% | $6,569-35.3% | $5,439-21.8% |
| Admin fee / account holder | $13,462 | $13,799-2.4% | $11,283+19.3% | $10,885+23.7% |