Filed April 26, 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 | $13,449 | $48,570-72.3% | $130,648-89.7% | $72,985-81.6% |
| Participation rate | 73.6% | 58.6%+15.0pp | 71.7%+1.8pp | 69.5%+4.1pp |
| Annual return | 24.35% | 38.63%-14.3pp | 1708.96%-1684.6pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,046 | $1,334-21.6% | $4,092-74.4% | $2,440-57.1% |
| Participant deferral / active EE | $2,078 | $2,384-12.8% | $3,603-42.3% | $3,607-42.4% |
| Admin fee / account holder | $397 | $3,549-88.8% | $5,464-92.7% | $5,124-92.3% |