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 | $28,412 | $48,076-40.9% | $78,689-63.9% | $62,891-54.8% |
| Participation rate | 57.4% | 65.2%-7.8pp | 73.6%-16.2pp | 69.3%-11.9pp |
| Annual return | -1.45% | 31.35%-32.8pp | 62.18%-63.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $873 | $2,588-66.3% | $3,517-75.2% | $3,203-72.7% |
| Admin fee / account holder | $1,621 | $3,207-49.5% | $4,510-64.1% | $4,296-62.3% |