Filed June 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 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 | $59,396 | $57,281+3.7% | $86,612-31.4% | $75,163-21.0% |
| Participation rate | 42.9% | 63.2%-20.3pp | 71.7%-28.8pp | 67.2%-24.3pp |
| Annual return | 13.03% | 2670.75%-2657.7pp | 591.07%-578.0pp | 160.62%-147.6pp |
| Employer contribution / active EE | $549 | $2,314-76.3% | $3,022-81.8% | $2,670-79.4% |
| Participant deferral / active EE | $2,272 | $3,318-31.5% | $4,438-48.8% | $4,125-44.9% |
| Admin fee / account holder | $26,425 | $4,112+542.7% | $5,614+370.7% | $5,651+367.6% |