Filed February 24, 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 | $26,534 | $63,924-58.5% | $108,579-75.6% | $55,167-51.9% |
| Participation rate | 74.3% | 74.3%-0.1pp | 79.6%-5.3pp | 69.0%+5.3pp |
| Annual return | 8.95% | 15.31%-6.4pp | -51.70%+60.6pp | 169.23%-160.3pp |
| Employer contribution / active EE | $743 | $1,879-60.5% | $3,758-80.2% | $1,963-62.1% |
| Participant deferral / active EE | $1,906 | $3,067-37.8% | $4,311-55.8% | $3,054-37.6% |
| Admin fee / account holder | $1,850 | $618+199.5% | $7,645-75.8% | $504+267.1% |