Filed October 25, 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.
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 | $31,995 | $123,793-74.2% | $177,821-82.0% | $79,858-59.9% |
| Participation rate | 79.7% | 84.7%-4.9pp | 87.7%-8.0pp | 69.6%+10.1pp |
| Annual return | 9.89% | 22.82%-12.9pp | 48.32%-38.4pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,822 | $5,956-52.6% | $7,714-63.4% | $3,740-24.6% |
| Admin fee / account holder | $960 | $7,243-86.7% | $12,427-92.3% | $5,306-81.9% |