Filed July 10, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,243 | $493,607-90.0% | $354,050-86.1% | $357,791-86.2% |
| Participation rate | 100.0% | 85.1%+14.9pp | 80.0%+20.0pp | 85.6%+14.4pp |
| Annual return | 12.56% | -18.89%+31.4pp | -17.20%+29.8pp | 396.79%-384.2pp |
| Employer contribution / active EE | $11,828 | $4,616+156.3% | $3,792+211.9% | $7,508+57.5% |
| Participant deferral / active EE | $709 | $5,143-86.2% | $4,870-85.4% | $5,521-87.2% |
| Admin fee / account holder | $6,353 | $15,161-58.1% | $12,771-50.3% | $28,387-77.6% |