Filed May 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $15,583 | $140,588-88.9% | $123,104-87.3% | $125,391-87.6% |
| Participation rate | 85.0% | 88.2%-3.2pp | 86.8%-1.8pp | 83.2%+1.8pp |
| Annual return | -1.48% | 16.80%-18.3pp | 13.22%-14.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,112 | $6,041-81.6% | $5,151-78.4% | $4,866-77.1% |
| Participant deferral / active EE | $1,390 | $6,980-80.1% | $6,230-77.7% | $5,352-74.0% |
| Admin fee / account holder | $3,430 | $11,198-69.4% | $9,015-62.0% | $9,540-64.0% |