Filed July 6, 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.
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 | $189,657 | $270,399-29.9% | $209,409-9.4% | $357,791-47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 15.68% | 194.89%-179.2pp | 159.49%-143.8pp | 396.79%-381.1pp |
| Employer contribution / active EE | $2,598 | $6,982-62.8% | $5,035-48.4% | $7,508-65.4% |
| Participant deferral / active EE | $7,928 | $4,606+72.1% | $4,230+87.4% | $5,521+43.6% |
| Admin fee / account holder | $8,039 | $18,969-57.6% | $16,474-51.2% | $28,387-71.7% |