Filed May 18, 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.
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 | $26,979 | $209,832-87.1% | $189,513-85.8% | $167,490-83.9% |
| Participation rate | 95.5% | 88.7%+6.8pp | 87.8%+7.6pp | 82.1%+13.3pp |
| Annual return | 8.55% | 748.27%-739.7pp | 555.15%-546.6pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,654 | $6,914-76.1% | $6,162-73.2% | $4,837-65.8% |
| Participant deferral / active EE | $1,429 | $8,935-84.0% | $8,221-82.6% | $6,341-77.5% |
| Admin fee / account holder | $3,995 | $14,293-72.0% | $12,045-66.8% | $12,309-67.5% |