Filed July 27, 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 | $51,138 | $88,583-42.3% | $88,497-42.2% | $273,961-81.3% |
| Participation rate | 72.2% | 83.5%-11.3pp | 82.4%-10.2pp | 83.0%-10.8pp |
| Annual return | 6.46% | 5.68%+0.8pp | 7.63%-1.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $940 | $4,502-79.1% | $4,036-76.7% | $4,869-80.7% |
| Participant deferral / active EE | $2,793 | $4,891-42.9% | $4,899-43.0% | $5,287-47.2% |
| Admin fee / account holder | $6,415 | $8,980-28.6% | $6,220+3.1% | $10,132-36.7% |