Filed June 14, 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.
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 | $9,464 | $65,703-85.6% | $94,224-90.0% | $59,632-84.1% |
| Participation rate | 83.5% | 72.1%+11.4pp | 78.8%+4.7pp | 68.7%+14.8pp |
| Annual return | -9.35% | 5.22%-14.6pp | 10.68%-20.0pp | 2041.28%-2050.6pp |
| Employer contribution / active EE | $430 | $2,021-78.7% | $3,587-88.0% | $2,203-80.5% |
| Participant deferral / active EE | $1,162 | $3,143-63.0% | $4,320-73.1% | $3,192-63.6% |
| Admin fee / account holder | $885 | $4,264-79.2% | $6,269-85.9% | $4,297-79.4% |