Filed August 29, 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 | $25,183 | $69,977-64.0% | $108,579-76.8% | $62,891-60.0% |
| Participation rate | 79.0% | 72.9%+6.1pp | 79.6%-0.5pp | 69.3%+9.7pp |
| Annual return | 10.08% | 10.73%-0.7pp | -51.70%+61.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,894 | $2,135-11.3% | $3,758-49.6% | $2,281-17.0% |
| Participant deferral / active EE | $2,972 | $3,165-6.1% | $4,311-31.1% | $3,203-7.2% |
| Admin fee / account holder | $6,278 | $5,076+23.7% | $7,645-17.9% | $4,296+46.1% |