Filed August 5, 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 | $85,353 | $63,346+34.7% | $92,233-7.5% | $70,131+21.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 20.27% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $41 | $2,471-98.3% | $3,679-98.9% | $2,342-98.2% |
| Participant deferral / active EE | $3,537 | $2,854+24.0% | $3,897-9.2% | $3,332+6.2% |
| Admin fee / account holder | $1,455 | $3,840-62.1% | $5,194-72.0% | $4,645-68.7% |