Filed June 15, 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.
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 | $8,573 | $59,805-85.7% | $79,550-89.2% | $68,494-87.5% |
| Participation rate | 78.1% | 61.1%+17.1pp | 69.5%+8.6pp | 67.9%+10.2pp |
| Annual return | -12.74% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $870 | $1,505-42.2% | $2,413-64.0% | $2,596-66.5% |
| Participant deferral / active EE | $1,976 | $3,024-34.6% | $3,985-50.4% | $4,027-50.9% |
| Admin fee / account holder | $1,671 | $4,835-65.4% | $6,832-75.5% | $5,403-69.1% |