Filed June 14, 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 6-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.
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 | $25,436 | $79,944-68.2% | $98,439-74.2% | $75,163-66.2% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.2%+21.1pp | 67.2%+29.1pp |
| Annual return | 12.91% | 19.75%-6.8pp | 21.16%-8.3pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,235 | $2,264-45.5% | $3,048-59.5% | $2,670-53.8% |
| Participant deferral / active EE | $2,183 | $3,752-41.8% | $4,738-53.9% | $4,125-47.1% |
| Admin fee / account holder | $1,191 | $6,840-82.6% | $8,948-86.7% | $5,651-78.9% |