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 | $3,650 | $53,162-93.1% | $91,220-96.0% | $68,494-94.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.53% | -3.14%-13.4pp | 114.01%-130.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $907 | $1,709-47.0% | $2,850-68.2% | $2,596-65.1% |
| Participant deferral / active EE | $302 | $2,974-89.8% | $4,234-92.9% | $4,027-92.5% |
| Admin fee / account holder | $1,510 | $4,493-66.4% | $5,420-72.1% | $5,403-72.1% |