Filed January 23, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,133 | $46,674+61.0% | $117,472-36.0% | $68,494+9.7% |
| Participation rate | 61.7% | 56.8%+4.9pp | 70.6%-8.9pp | 67.9%-6.2pp |
| Annual return | -19.81% | -14.52%-5.3pp | 29.74%-49.6pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,818 | $1,505+20.9% | $4,176-56.5% | $2,596-30.0% |
| Participant deferral / active EE | $4,192 | $2,636+59.0% | $4,070+3.0% | $4,027+4.1% |
| Admin fee / account holder | $1,702 | $4,020-57.7% | $5,645-69.9% | $5,403-68.5% |