Filed January 6, 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 | $21,093 | $90,600-76.7% | $79,464-73.5% | $135,375-84.4% |
| Participation rate | 36.4% | 76.0%-39.7pp | 73.3%-37.0pp | 82.6%-46.3pp |
| Annual return | -10.05% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,369 | $3,068-55.4% | $2,800-51.1% | $4,779-71.4% |
| Participant deferral / active EE | $1,834 | $4,050-54.7% | $3,704-50.5% | $5,609-67.3% |
| Admin fee / account holder | $330 | $5,907-94.4% | $5,113-93.5% | $10,827-97.0% |