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 | $199,599 | $99,985+99.6% | $146,665+36.1% | $85,850+132.5% |
| Participation rate | 87.9% | 73.1%+14.8pp | 80.1%+7.8pp | 69.3%+18.6pp |
| Annual return | 11.48% | 18.93%-7.4pp | 22.74%-11.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $486 | $2,559-81.0% | $4,136-88.3% | $2,565-81.1% |
| Participant deferral / active EE | $6,200 | $4,006+54.8% | $5,506+12.6% | $3,952+56.9% |
| Admin fee / account holder | $22,296 | $7,702+189.5% | $10,280+116.9% | $6,260+256.2% |