Filed March 8, 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 | $32,625 | $95,416-65.8% | $185,823-82.4% | $85,850-62.0% |
| Participation rate | 30.0% | 68.8%-38.8pp | 81.7%-51.7pp | 69.3%-39.3pp |
| Annual return | -59.41% | 23.59%-83.0pp | 122.05%-181.5pp | 318.53%-377.9pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,890 | $3,423-44.8% | $5,568-66.1% | $3,952-52.2% |
| Admin fee / account holder | $1,935 | $7,213-73.2% | $16,237-88.1% | $6,260-69.1% |