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.)
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 | $24,698 | $125,758-80.4% | $169,993-85.5% | $75,163-67.1% |
| Participation rate | 74.3% | 83.6%-9.3pp | 87.0%-12.7pp | 67.2%+7.1pp |
| Annual return | 12.96% | 27.20%-14.2pp | 53.37%-40.4pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,055 | $4,615-77.1% | $6,785-84.4% | $2,670-60.5% |
| Participant deferral / active EE | $954 | $6,837-86.0% | $10,408-90.8% | $4,125-76.9% |
| Admin fee / account holder | $6,037 | $8,173-26.1% | $12,815-52.9% | $5,651+6.8% |