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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,327 | $87,013-70.9% | $106,213-76.2% | $80,856-68.7% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 8.59% | 17.05%-8.5pp | 116.14%-107.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,136 | $2,395-52.6% | $3,171-64.2% | $2,755-58.8% |
| Participant deferral / active EE | $2,194 | $3,986-45.0% | $5,016-56.3% | $4,296-48.9% |
| Admin fee / account holder | $2,751 | $8,431-67.4% | $11,033-75.1% | $6,918-60.2% |