Filed September 12, 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 | $44,029 | $79,523-44.6% | $140,016-68.6% | $56,287-21.8% |
| Participation rate | 86.3% | 85.7%+0.6pp | 87.5%-1.2pp | 69.9%+16.4pp |
| Annual return | -6.48% | 2.39%-8.9pp | 651.12%-657.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,199 | $3,350-64.2% | $5,606-78.6% | $2,111-43.2% |
| Participant deferral / active EE | $3,371 | $5,129-34.3% | $6,927-51.3% | $3,350+0.6% |
| Admin fee / account holder | $685 | $614+11.4% | $10,705-93.6% | $521+31.4% |