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 | $41,189 | $138,347-70.2% | $184,203-77.6% | $80,856-49.1% |
| Participation rate | 78.6% | 83.9%-5.3pp | 86.8%-8.2pp | 67.6%+10.9pp |
| Annual return | 11.50% | 20.02%-8.5pp | 28.81%-17.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,622 | $4,850-66.6% | $6,427-74.8% | $2,755-41.1% |
| Participant deferral / active EE | $2,048 | $7,071-71.0% | $9,131-77.6% | $4,296-52.3% |
| Admin fee / account holder | $3,861 | $10,483-63.2% | $13,901-72.2% | $6,918-44.2% |