Filed April 5, 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 | $48,773 | $74,888-34.9% | $71,209-31.5% | $142,382-65.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 11.07% | 345.14%-334.1pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,853 | $2,854-35.1% | $2,721-31.9% | $4,299-56.9% |
| Participant deferral / active EE | $2,689 | $4,454-39.6% | $4,175-35.6% | $6,507-58.7% |
| Admin fee / account holder | $6,050 | $5,568+8.6% | $5,349+13.1% | $12,624-52.1% |