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 | $77,015 | $48,570+58.6% | $130,648-41.1% | $72,985+5.5% |
| Participation rate | 61.4% | 58.6%+2.8pp | 71.7%-10.4pp | 69.5%-8.1pp |
| Annual return | 2.25% | 38.63%-36.4pp | 1708.96%-1706.7pp | 81.00%-78.8pp |
| Employer contribution / active EE | $2,158 | $1,334+61.8% | $4,092-47.3% | $2,440-11.5% |
| Participant deferral / active EE | $2,339 | $2,384-1.9% | $3,603-35.1% | $3,607-35.2% |
| Admin fee / account holder | $4,131 | $3,549+16.4% | $5,464-24.4% | $5,124-19.4% |