Filed January 13, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,993 | $197,825-92.4% | $155,790-90.4% | $125,391-88.0% |
| Participation rate | 85.0% | 82.1%+2.9pp | 76.1%+8.9pp | 83.2%+1.8pp |
| Annual return | -6.27% | 86.74%-93.0pp | 71.54%-77.8pp | 282.22%-288.5pp |
| Employer contribution / active EE | $1,889 | $4,847-61.0% | $3,836-50.8% | $4,866-61.2% |
| Participant deferral / active EE | $2,953 | $5,630-47.5% | $4,797-38.4% | $5,352-44.8% |
| Admin fee / account holder | $2,441 | $9,545-74.4% | $7,478-67.4% | $9,540-74.4% |