Filed February 6, 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.
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 | $5,731 | $56,110-89.8% | $94,993-94.0% | $70,131-91.8% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.9%+4.8pp | 69.5%+9.1pp |
| Annual return | 4.79% | 51.02%-46.2pp | 27.12%-22.3pp | 73.14%-68.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $244 | $2,391-89.8% | $3,317-92.7% | $3,332-92.7% |
| Admin fee / account holder | $358 | $3,456-89.6% | $4,960-92.8% | $4,645-92.3% |