Filed January 9, 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.
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 | $9,209 | $54,726-83.2% | $68,793-86.6% | $64,186-85.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.51% | -1.62%-4.9pp | -4.63%-1.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $624 | $1,846-66.2% | $2,625-76.2% | $2,381-73.8% |
| Participant deferral / active EE | $1,566 | $2,626-40.4% | $3,311-52.7% | $3,470-54.9% |
| Admin fee / account holder | $894 | $4,027-77.8% | $5,131-82.6% | $4,888-81.7% |