Filed February 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 | $21,009 | $152,460-86.2% | $118,746-82.3% | $147,584-85.8% |
| Participation rate | 88.9% | 82.3%+6.6pp | 78.3%+10.6pp | 82.8%+6.1pp |
| Annual return | 12.11% | 17.41%-5.3pp | 24.54%-12.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,394 | $6,212-77.6% | $5,332-73.9% | $5,439-74.4% |
| Admin fee / account holder | $309 | $16,953-98.2% | $10,720-97.1% | $10,885-97.2% |