Filed August 4, 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 9-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.)
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 | $7,213 | $85,202-91.5% | $172,739-95.8% | $72,985-90.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.72% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,141 | $3,324-65.7% | $5,143-77.8% | $2,440-53.2% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $5,198-71.5% | $3,607-59.0% |
| Admin fee / account holder | $646 | $5,884-89.0% | $13,954-95.4% | $5,124-87.4% |