Filed January 8, 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 | $14,197 | $72,177-80.3% | $115,037-87.7% | $59,632-76.2% |
| Participation rate | 97.3% | 72.6%+24.8pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | 13.56% | 12.02%+1.5pp | 26.14%-12.6pp | 2041.28%-2027.7pp |
| Employer contribution / active EE | $2,667 | $2,841-6.1% | $4,608-42.1% | $2,203+21.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $991 | $4,927-79.9% | $8,175-87.9% | $4,297-76.9% |