Filed October 27, 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 | $60,823 | $290,732-79.1% | $200,582-69.7% | - |
| Participation rate | 86.9% | 83.9%+3.0pp | 86.9%0pp | - |
| Annual return | 16.19% | 14.10%+2.1pp | 42.33%-26.1pp | - |
| Employer contribution / active EE | $3,131 | $5,017-37.6% | $6,419-51.2% | - |
| Participant deferral / active EE | $6,978 | $8,241-15.3% | $9,331-25.2% | - |
| Admin fee / account holder | $12,814 | $8,656+48.0% | $16,305-21.4% | - |