Filed October 25, 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 | $43,005 | $125,758-65.8% | $169,993-74.7% | $75,163-42.8% |
| Participation rate | 90.1% | 83.6%+6.5pp | 87.0%+3.1pp | 67.2%+22.9pp |
| Annual return | 15.54% | 27.20%-11.7pp | 53.37%-37.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $1,268 | $4,615-72.5% | $6,785-81.3% | $2,670-52.5% |
| Participant deferral / active EE | $3,915 | $6,837-42.7% | $10,408-62.4% | $4,125-5.1% |
| Admin fee / account holder | $496 | $8,173-93.9% | $12,815-96.1% | $5,651-91.2% |