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.)
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 | $6,267 | $53,596-88.3% | $90,645-93.1% | $64,186-90.2% |
| Participation rate | 74.2% | 64.5%+9.7pp | 74.0%+0.2pp | 69.6%+4.7pp |
| Annual return | 1.11% | 4.41%-3.3pp | 1.88%-0.8pp | 7.63%-6.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $260 | $2,459-89.4% | $3,425-92.4% | $3,470-92.5% |
| Admin fee / account holder | $1,102 | $3,868-71.5% | $4,994-77.9% | $4,888-77.5% |