Filed March 2, 2006 (most recent of 2 filings on file)
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 8-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 | $15,421 | $124,319-87.6% | $111,297-86.1% | $167,490-90.8% |
| Participation rate | 77.3% | 79.6%-2.3pp | 77.3%0pp | 82.1%-4.8pp |
| Annual return | 14.82% | 37.44%-22.6pp | 54.65%-39.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,156 | $3,435-66.3% | $2,731-57.7% | $4,837-76.1% |
| Participant deferral / active EE | $2,503 | $5,180-51.7% | $4,487-44.2% | $6,341-60.5% |
| Admin fee / account holder | $1,248 | $10,618-88.2% | $7,964-84.3% | $12,309-89.9% |