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 | $17,204 | $53,777-68.0% | $134,143-87.2% | $79,858-78.5% |
| Participation rate | 73.3% | 58.8%+14.6pp | 72.2%+1.2pp | 69.6%+3.7pp |
| Annual return | 21.03% | 19.01%+2.0pp | 36.33%-15.3pp | 31.71%-10.7pp |
| Employer contribution / active EE | $935 | $1,321-29.3% | $3,704-74.8% | $2,471-62.2% |
| Participant deferral / active EE | $2,150 | $2,420-11.1% | $3,499-38.5% | $3,740-42.5% |
| Admin fee / account holder | $347 | $3,984-91.3% | $6,684-94.8% | $5,306-93.5% |