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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,971 | $136,307-48.7% | $177,821-60.7% | $73,488-4.8% |
| Participation rate | 83.5% | 86.1%-2.6pp | 87.7%-4.2pp | 70.7%+12.8pp |
| Annual return | 18.31% | 18.68%-0.4pp | 48.32%-30.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,307 | $3,712-64.8% | $5,918-77.9% | $2,270-42.4% |
| Participant deferral / active EE | $3,916 | $5,829-32.8% | $7,714-49.2% | $3,740+4.7% |
| Admin fee / account holder | $1,992 | $596+234.4% | $12,427-84.0% | $513+288.2% |