Filed December 13, 2005
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 | $27,834 | $58,773-52.6% | $138,598-79.9% | $58,773-52.6% |
| Participation rate | 75.0% | 64.8%+10.2pp | 98.1%-23.1pp | 64.8%+10.2pp |
| Annual return | -6.99% | -8.84%+1.9pp | -1.57%-5.4pp | -8.84%+1.9pp |
| Employer contribution / active EE | $4,145 | $2,445+69.5% | $11,733-64.7% | $2,445+69.5% |
| Participant deferral / active EE | $2,514 | $2,952-14.8% | $7,210-65.1% | $2,952-14.8% |
| Admin fee / account holder | $522 | $6,755-92.3% | $2,828-81.5% | $6,755-92.3% |