Filed July 27, 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.
Employer 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.)
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 | $36,007 | $109,359-67.1% | $162,163-77.8% | $72,985-50.7% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 26.85% | 25.46%+1.4pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $511 | $3,907-86.9% | $5,614-90.9% | $2,440-79.1% |
| Participant deferral / active EE | $1,619 | $5,481-70.5% | $7,298-77.8% | $3,607-55.1% |
| Admin fee / account holder | $630 | $7,972-92.1% | $10,843-94.2% | $5,124-87.7% |