Filed June 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 | $165,705 | $150,440+10.1% | $136,294+21.6% | $147,584+12.3% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 12.08% | 1049.08%-1037.0pp | 5155.94%-5143.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $846 | $5,256-83.9% | $4,695-82.0% | $4,876-82.7% |
| Participant deferral / active EE | $8,984 | $6,630+35.5% | $6,247+43.8% | $5,439+65.2% |
| Admin fee / account holder | $17,102 | $10,905+56.8% | $9,243+85.0% | $10,885+57.1% |