Filed January 23, 2006 (most recent of 2 filings on file)
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.
Employer 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.)
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 | $14,327 | $94,529-84.8% | $140,016-89.8% | $64,186-77.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 87.5%-16.1pp | 69.6%+1.9pp |
| Annual return | -5.02% | 7.77%-12.8pp | 651.12%-656.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $728 | $3,812-80.9% | $5,606-87.0% | $2,381-69.4% |
| Participant deferral / active EE | $1,000 | $5,250-80.9% | $6,927-85.6% | $3,470-71.2% |
| Admin fee / account holder | $419 | $6,741-93.8% | $10,705-96.1% | $4,888-91.4% |