Filed December 12, 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 3-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 | $83,453 | $56,277+48.3% | $80,975+3.1% | $62,891+32.7% |
| Participation rate | 31.3% | 69.0%-37.7pp | 75.8%-44.6pp | 69.3%-38.1pp |
| Annual return | 5.54% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,843 | $4,195-56.1% | $5,696-67.6% | $3,203-42.5% |
| Admin fee / account holder | $428 | $3,741-88.6% | $5,516-92.2% | $4,296-90.0% |