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 | $6,010 | $63,861-90.6% | $104,607-94.3% | $79,858-92.5% |
| Participation rate | 79.7% | 64.9%+14.8pp | 74.1%+5.6pp | 69.6%+10.1pp |
| Annual return | 11.12% | 21.30%-10.2pp | 340.46%-329.3pp | 31.71%-20.6pp |
| Employer contribution / active EE | $307 | $1,588-80.7% | $2,681-88.5% | $2,471-87.6% |
| Participant deferral / active EE | $261 | $2,693-90.3% | $3,740-93.0% | $3,740-93.0% |
| Admin fee / account holder | $1,363 | $4,185-67.4% | $6,473-78.9% | $5,306-74.3% |