Filed October 27, 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 | $16,824 | $87,841-80.8% | $133,980-87.4% | $62,891-73.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 45.99% | 12.05%+33.9pp | 29.30%+16.7pp | 20.14%+25.8pp |
| Employer contribution / active EE | $1,546 | $3,483-55.6% | $5,211-70.3% | $2,281-32.2% |
| Participant deferral / active EE | $3,011 | $4,812-37.4% | $6,282-52.1% | $3,203-6.0% |
| Admin fee / account holder | $343 | $5,371-93.6% | $9,324-96.3% | $4,296-92.0% |