Filed October 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 | $180,122 | $91,552+96.7% | $133,956+34.5% | $79,858+125.6% |
| Participation rate | 82.9% | 73.3%+9.6pp | 79.8%+3.1pp | 69.6%+13.3pp |
| Annual return | 21.23% | 61.85%-40.6pp | 45.09%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $233 | $2,384-90.2% | $3,919-94.0% | $2,471-90.6% |
| Participant deferral / active EE | $5,115 | $3,733+37.0% | $5,048+1.3% | $3,740+36.8% |
| Admin fee / account holder | $45,548 | $6,321+620.6% | $8,927+410.2% | $5,306+758.4% |