Filed June 14, 2006 (most recent of 3 filings on file)
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.)
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 | $32,295 | $123,793-73.9% | $177,821-81.8% | $79,858-59.6% |
| Participation rate | 70.8% | 84.7%-13.8pp | 87.7%-16.9pp | 69.6%+1.2pp |
| Annual return | 14.21% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,294 | $4,095-68.4% | $5,918-78.1% | $2,471-47.6% |
| Participant deferral / active EE | $2,144 | $5,956-64.0% | $7,714-72.2% | $3,740-42.7% |
| Admin fee / account holder | $1,263 | $7,243-82.6% | $12,427-89.8% | $5,306-76.2% |