Filed September 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 | $35,803 | $76,367-53.1% | $93,606-61.8% | $72,985-50.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.02% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $389 | $2,275-82.9% | $2,718-85.7% | $2,440-84.0% |
| Participant deferral / active EE | $3,151 | $3,538-10.9% | $4,069-22.6% | $3,607-12.7% |
| Admin fee / account holder | $3,186 | $6,838-53.4% | $7,888-59.6% | $5,124-37.8% |