Filed July 19, 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 | $75,968 | $45,343+67.5% | $150,298-49.5% | $67,986+11.7% |
| Participation rate | 47.9% | 51.9%-4.0pp | 77.8%-29.9pp | 57.2%-9.3pp |
| Annual return | 9.25% | 33.28%-24.0pp | 62.79%-53.5pp | 31.67%-22.4pp |
| Employer contribution / active EE | $764 | $1,462-47.7% | $4,154-81.6% | $2,019-62.2% |
| Participant deferral / active EE | $1,761 | $2,055-14.3% | $5,453-67.7% | $3,358-47.6% |
| Admin fee / account holder | $3,819 | $2,250+69.8% | $14,116-72.9% | $3,203+19.2% |