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 | $30,795 | $138,347-77.7% | $184,203-83.3% | $80,856-61.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 6.70% | 20.02%-13.3pp | 28.81%-22.1pp | 35.59%-28.9pp |
| Employer contribution / active EE | $1,904 | $4,850-60.7% | $6,427-70.4% | $2,755-30.9% |
| Participant deferral / active EE | $2,320 | $7,071-67.2% | $9,131-74.6% | $4,296-46.0% |
| Admin fee / account holder | $895 | $10,483-91.5% | $13,901-93.6% | $6,918-87.1% |