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 | $55,320 | $87,013-36.4% | $106,213-47.9% | $80,856-31.6% |
| Participation rate | 96.7% | 70.4%+26.3pp | 75.3%+21.5pp | 67.6%+29.1pp |
| Annual return | 15.48% | 17.05%-1.6pp | 116.14%-100.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $542 | $2,395-77.4% | $3,171-82.9% | $2,755-80.3% |
| Participant deferral / active EE | $4,593 | $3,986+15.2% | $5,016-8.4% | $4,296+6.9% |
| Admin fee / account holder | $1,668 | $8,431-80.2% | $11,033-84.9% | $6,918-75.9% |