Filed June 14, 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.
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 | $6,991 | $78,926-91.1% | $136,749-94.9% | $84,808-91.8% |
| Participation rate | 75.9% | 62.2%+13.7pp | 72.1%+3.7pp | 68.3%+7.6pp |
| Annual return | 6.81% | 18.17%-11.4pp | 24.33%-17.5pp | 40.90%-34.1pp |
| Employer contribution / active EE | $2,790 | $2,134+30.8% | $3,400-17.9% | $2,631+6.1% |
| Participant deferral / active EE | $1,520 | $3,168-52.0% | $4,692-67.6% | $4,212-63.9% |
| Admin fee / account holder | $5,786 | $6,369-9.1% | $11,386-49.2% | $7,344-21.2% |