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 | $6,417 | $66,402-90.3% | $109,895-94.2% | $85,850-92.5% |
| Participation rate | 75.3% | 63.9%+11.5pp | 74.2%+1.1pp | 69.3%+6.0pp |
| Annual return | 11.81% | 19.59%-7.8pp | 29.45%-17.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $309 | $1,687-81.7% | $2,842-89.1% | $2,565-87.9% |
| Participant deferral / active EE | $204 | $2,842-92.8% | $4,048-94.9% | $3,952-94.8% |
| Admin fee / account holder | $550 | $4,557-87.9% | $6,066-90.9% | $6,260-91.2% |