Filed November 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 7-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 | $21,791 | $83,427-73.9% | $115,756-81.2% | $68,494-68.2% |
| Participation rate | 64.6% | 71.9%-7.3pp | 77.1%-12.5pp | 67.9%-3.3pp |
| Annual return | -20.11% | -10.95%-9.2pp | 143.14%-163.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,567 | $3,075-16.5% | $3,793-32.3% | $2,596-1.1% |
| Participant deferral / active EE | $3,534 | $5,355-34.0% | $6,254-43.5% | $4,027-12.2% |
| Admin fee / account holder | $437 | $5,708-92.3% | $8,124-94.6% | $5,403-91.9% |