Filed May 18, 2006 (most recent of 2 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 | $37,567 | $137,414-72.7% | $189,513-80.2% | $85,850-56.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 21.27% | 38.14%-16.9pp | 555.15%-533.9pp | 318.53%-297.3pp |
| Employer contribution / active EE | $2,149 | $4,344-50.5% | $6,162-65.1% | $2,565-16.2% |
| Participant deferral / active EE | $2,593 | $6,260-58.6% | $8,221-68.5% | $3,952-34.4% |
| Admin fee / account holder | $3,238 | $8,630-62.5% | $12,045-73.1% | $6,260-48.3% |