Filed October 4, 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 8-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 | $117,481 | $58,208+101.8% | $81,812+43.6% | $80,856+45.3% |
| Participation rate | 75.8% | 63.4%+12.3pp | 72.3%+3.4pp | 67.6%+8.1pp |
| Annual return | 20.83% | 41.66%-20.8pp | 773.79%-753.0pp | 35.59%-14.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,361 | $3,281+2.4% | $4,319-22.2% | $4,296-21.8% |
| Admin fee / account holder | $24,774 | $4,981+397.3% | $7,386+235.4% | $6,918+258.1% |