Filed May 8, 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 9-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 | $17,607 | $83,908-79.0% | $68,509-74.3% | $125,391-86.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | 3.02% | 14.48%-11.5pp | 8.27%-5.3pp | 282.22%-279.2pp |
| Employer contribution / active EE | $1,407 | $3,031-53.6% | $2,278-38.2% | $4,866-71.1% |
| Participant deferral / active EE | $1,660 | $4,125-59.8% | $3,382-50.9% | $5,352-69.0% |
| Admin fee / account holder | $2,767 | $8,982-69.2% | $5,275-47.5% | $9,540-71.0% |