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 9-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 | $20,909 | $85,202-75.5% | $172,739-87.9% | $72,985-71.4% |
| Participation rate | 25.0% | 70.1%-45.1pp | 82.6%-57.6pp | 69.5%-44.5pp |
| Annual return | 7.46% | 27.32%-19.9pp | 802.84%-795.4pp | 81.00%-73.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,393 | $3,260-57.3% | $5,198-73.2% | $3,607-61.4% |
| Admin fee / account holder | $382 | $5,884-93.5% | $13,954-97.3% | $5,124-92.5% |