Filed July 15, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,500 | $137,414-63.2% | $189,513-73.4% | $85,850-41.2% |
| Participation rate | 97.0% | 84.6%+12.4pp | 87.8%+9.2pp | 69.3%+27.7pp |
| Annual return | 9.13% | 38.14%-29.0pp | 555.15%-546.0pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,260 | $4,344-71.0% | $6,162-79.6% | $2,565-50.9% |
| Participant deferral / active EE | $3,048 | $6,260-51.3% | $8,221-62.9% | $3,952-22.9% |
| Admin fee / account holder | $435 | $8,630-95.0% | $12,045-96.4% | $6,260-93.0% |