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.
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 | $11,704 | $69,977-83.3% | $108,579-89.2% | $62,891-81.4% |
| Participation rate | 95.3% | 72.9%+22.5pp | 79.6%+15.8pp | 69.3%+26.0pp |
| Annual return | 6.53% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $535 | $2,135-75.0% | $3,758-85.8% | $2,281-76.6% |
| Participant deferral / active EE | $1,464 | $3,165-53.7% | $4,311-66.0% | $3,203-54.3% |
| Admin fee / account holder | $1,310 | $5,076-74.2% | $7,645-82.9% | $4,296-69.5% |