Filed March 24, 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 | $32,945 | $171,865-80.8% | $149,718-78.0% | $147,584-77.7% |
| Participation rate | 73.3% | 88.2%-14.9pp | 87.1%-13.7pp | 82.8%-9.5pp |
| Annual return | 9.41% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $1,658 | $6,275-73.6% | $5,445-69.6% | $4,876-66.0% |
| Participant deferral / active EE | $3,822 | $7,271-47.4% | $6,569-41.8% | $5,439-29.7% |
| Admin fee / account holder | $12,041 | $13,799-12.7% | $11,283+6.7% | $10,885+10.6% |