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 | $46,283 | $79,944-42.1% | $98,439-53.0% | $75,163-38.4% |
| Participation rate | 97.9% | 70.4%+27.5pp | 75.2%+22.7pp | 67.2%+30.7pp |
| Annual return | 19.47% | 19.75%-0.3pp | 21.16%-1.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $476 | $2,264-79.0% | $3,048-84.4% | $2,670-82.2% |
| Participant deferral / active EE | $4,366 | $3,752+16.4% | $4,738-7.9% | $4,125+5.8% |
| Admin fee / account holder | $2,032 | $6,840-70.3% | $8,948-77.3% | $5,651-64.0% |