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 | $23,410 | $109,359-78.6% | $162,163-85.6% | $72,985-67.9% |
| Participation rate | 83.3% | 84.3%-0.9pp | 87.6%-4.2pp | 69.5%+13.8pp |
| Annual return | 16.08% | 25.46%-9.4pp | 115.59%-99.5pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,520 | $3,907-61.1% | $5,614-72.9% | $2,440-37.7% |
| Participant deferral / active EE | $1,571 | $5,481-71.3% | $7,298-78.5% | $3,607-56.5% |
| Admin fee / account holder | $2,579 | $7,972-67.7% | $10,843-76.2% | $5,124-49.7% |