Filed May 23, 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 | $94,599 | $93,571+1.1% | $135,903-30.4% | $75,163+25.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 81.9%-19.4pp | 67.2%-4.7pp |
| Annual return | 12.57% | 30.90%-18.3pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $4,372 | $3,537+23.6% | $4,856-10.0% | $2,670+63.7% |
| Participant deferral / active EE | $3,467 | $6,404-45.9% | $7,758-55.3% | $4,125-16.0% |
| Admin fee / account holder | $25,984 | $6,975+272.5% | $10,762+141.4% | $5,651+359.8% |