Filed August 29, 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.
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 | $21,418 | $167,484-87.2% | $151,611-85.9% | $134,475-84.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -20.25% | 7.80%-28.1pp | 3.33%-23.6pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,298 | $6,829-81.0% | $6,166-79.0% | $4,740-72.6% |
| Participant deferral / active EE | $3,485 | $8,986-61.2% | $8,363-58.3% | $6,400-45.5% |
| Admin fee / account holder | $5,708 | $13,783-58.6% | $11,616-50.9% | $11,426-50.0% |