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 | $38,506 | $138,347-72.2% | $184,203-79.1% | $80,856-52.4% |
| Participation rate | 77.0% | 83.9%-6.8pp | 86.8%-9.8pp | 67.6%+9.4pp |
| Annual return | 11.39% | 20.02%-8.6pp | 28.81%-17.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,605 | $4,850-66.9% | $6,427-75.0% | $2,755-41.7% |
| Participant deferral / active EE | $2,925 | $7,071-58.6% | $9,131-68.0% | $4,296-31.9% |
| Admin fee / account holder | $692 | $10,483-93.4% | $13,901-95.0% | $6,918-90.0% |