Filed June 21, 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 | $59,765 | $125,758-52.5% | $169,993-64.8% | $75,163-20.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.46% | 27.20%-3.7pp | 53.37%-29.9pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,053 | $4,615-77.2% | $6,785-84.5% | $2,670-60.6% |
| Participant deferral / active EE | $4,210 | $6,837-38.4% | $10,408-59.5% | $4,125+2.1% |
| Admin fee / account holder | $1,799 | $8,173-78.0% | $12,815-86.0% | $5,651-68.2% |