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 | $56,582 | $148,978-62.0% | $200,582-71.8% | $84,808-33.3% |
| Participation rate | 90.4% | 84.2%+6.2pp | 86.9%+3.5pp | 68.3%+22.1pp |
| Annual return | 17.40% | 28.16%-10.8pp | 42.33%-24.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,423 | $4,815-70.4% | $6,419-77.8% | $2,631-45.9% |
| Participant deferral / active EE | $3,907 | $7,142-45.3% | $9,331-58.1% | $4,212-7.2% |
| Admin fee / account holder | $3,613 | $13,977-74.1% | $16,305-77.8% | $7,344-50.8% |