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.)
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 | $31,399 | $123,793-74.6% | $177,821-82.3% | $79,858-60.7% |
| Participation rate | 83.3% | 84.7%-1.3pp | 87.7%-4.4pp | 69.6%+13.7pp |
| Annual return | 12.19% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,533 | $4,095-62.6% | $5,918-74.1% | $2,471-37.9% |
| Participant deferral / active EE | $1,635 | $5,956-72.6% | $7,714-78.8% | $3,740-56.3% |
| Admin fee / account holder | $1,201 | $7,243-83.4% | $12,427-90.3% | $5,306-77.4% |