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 | $103,081 | $49,915+106.5% | $154,803-33.4% | $74,304+38.7% |
| Participation rate | 25.0% | 54.0%-29.0pp | 78.1%-53.1pp | 60.3%-35.3pp |
| Annual return | -15.13% | 34.06%-49.2pp | 58.88%-74.0pp | 29.43%-44.6pp |
| Employer contribution / active EE | $1,042 | $1,611-35.4% | $4,305-75.8% | $2,241-53.5% |
| Participant deferral / active EE | $4,042 | $2,255+79.3% | $5,540-27.0% | $3,767+7.3% |
| Admin fee / account holder | $11,109 | $2,189+407.5% | $14,329-22.5% | $2,969+274.2% |