Filed July 16, 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 | $126,163 | $101,069+24.8% | $81,478+54.8% | $147,584-14.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.52% | 32.40%-17.9pp | 38.78%-24.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $39 | $3,205-98.8% | $2,568-98.5% | $4,876-99.2% |
| Participant deferral / active EE | $2,819 | $4,242-33.5% | $3,537-20.3% | $5,439-48.2% |
| Admin fee / account holder | $841 | $5,812-85.5% | $4,561-81.6% | $10,885-92.3% |