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 | $25,013 | $110,094-77.3% | $151,611-83.5% | $68,494-63.5% |
| Participation rate | 93.1% | 84.0%+9.1pp | 87.5%+5.6pp | 67.9%+25.2pp |
| Annual return | -13.00% | -10.12%-2.9pp | 3.33%-16.3pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,186 | $4,471-73.5% | $6,166-80.8% | $2,596-54.3% |
| Participant deferral / active EE | $1,566 | $6,527-76.0% | $8,363-81.3% | $4,027-61.1% |
| Admin fee / account holder | $5,162 | $7,719-33.1% | $11,616-55.6% | $5,403-4.4% |