Filed August 4, 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 | $73,528 | $73,867-0.5% | $143,757-48.9% | $68,494+7.3% |
| Participation rate | 57.0% | 66.7%-9.7pp | 80.3%-23.3pp | 67.9%-10.9pp |
| Annual return | -21.53% | 1.01%-22.5pp | -0.04%-21.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,259 | $3,184-60.5% | $4,951-74.6% | $2,596-51.5% |
| Participant deferral / active EE | $4,687 | $3,384+38.5% | $5,637-16.9% | $4,027+16.4% |
| Admin fee / account holder | $1,355 | $5,755-76.4% | $14,673-90.8% | $5,403-74.9% |