Filed July 14, 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 6-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 | $11,104 | $94,625-88.3% | $116,228-90.4% | $84,808-86.9% |
| Participation rate | 84.1% | 70.4%+13.6pp | 74.6%+9.5pp | 68.3%+15.7pp |
| Annual return | 17.76% | 20.40%-2.6pp | 90.06%-72.3pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,133 | $2,347-9.1% | $2,994-28.8% | $2,631-18.9% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $523 | $10,091-94.8% | $11,989-95.6% | $7,344-92.9% |