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 7-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 | $23,939 | $95,803-75.0% | $113,168-78.8% | $84,808-71.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.89% | 25.00%-15.1pp | 24.27%-14.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $3,105 | $2,360+31.6% | $2,975+4.3% | $2,631+18.0% |
| Participant deferral / active EE | $771 | $4,242-81.8% | $5,107-84.9% | $4,212-81.7% |
| Admin fee / account holder | $1,604 | $8,989-82.2% | $12,068-86.7% | $7,344-78.2% |