Filed January 15, 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 | $11,271 | $91,190-87.6% | $178,490-93.7% | $79,858-85.9% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 7.16% | 24.19%-17.0pp | 151.07%-143.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $657 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,567 | $3,236-51.6% | $5,202-69.9% | $3,740-58.1% |
| Admin fee / account holder | $1,579 | $6,751-76.6% | $13,984-88.7% | $5,306-70.2% |