Filed July 12, 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.
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 | $26,108 | $131,829-80.2% | $108,579-76.0% | $273,961-90.5% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.6%-6.8pp | 83.0%-10.3pp |
| Annual return | 13.49% | -91.57%+105.1pp | -51.70%+65.2pp | 41.45%-28.0pp |
| Employer contribution / active EE | $1,421 | $4,912-71.1% | $3,758-62.2% | $4,869-70.8% |
| Participant deferral / active EE | $4,748 | $5,127-7.4% | $4,311+10.1% | $5,287-10.2% |
| Admin fee / account holder | $1,905 | $10,252-81.4% | $7,645-75.1% | $10,132-81.2% |