Filed July 16, 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.
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 | $14,201 | $214,378-93.4% | $200,582-92.9% | $142,382-90.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 4.94% | 46.41%-41.5pp | 42.33%-37.4pp | 217.08%-212.1pp |
| Employer contribution / active EE | $1,480 | $6,841-78.4% | $6,419-77.0% | $4,299-65.6% |
| Participant deferral / active EE | $1,241 | $9,865-87.4% | $9,331-86.7% | $6,507-80.9% |
| Admin fee / account holder | $45,182 | $17,692+155.4% | $16,305+177.1% | $12,624+257.9% |