Filed December 15, 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 4-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 | $31,468 | $46,674-32.6% | $117,472-73.2% | $68,494-54.1% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -20.55% | -14.52%-6.0pp | 29.74%-50.3pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,223 | $1,505-18.7% | $4,176-70.7% | $2,596-52.9% |
| Participant deferral / active EE | $3,820 | $2,636+44.9% | $4,070-6.1% | $4,027-5.1% |
| Admin fee / account holder | $463 | $4,020-88.5% | $5,645-91.8% | $5,403-91.4% |