Filed October 19, 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 | $22,501 | $100,041-77.5% | $149,718-85.0% | $70,131-67.9% |
| Participation rate | 80.0% | 83.6%-3.6pp | 87.1%-7.1pp | 69.5%+10.5pp |
| Annual return | 12.37% | 27.43%-15.1pp | 1501.63%-1489.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,566 | $3,662-57.2% | $5,445-71.2% | $2,342-33.1% |
| Participant deferral / active EE | $1,777 | $4,983-64.3% | $6,569-72.9% | $3,332-46.7% |
| Admin fee / account holder | $699 | $8,286-91.6% | $11,283-93.8% | $4,645-84.9% |