Filed July 19, 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 | $78,320 | $99,985-21.7% | $146,665-46.6% | $85,850-8.8% |
| Participation rate | 62.7% | 73.1%-10.3pp | 80.1%-17.3pp | 69.3%-6.6pp |
| Annual return | 9.08% | 18.93%-9.9pp | 22.74%-13.7pp | 318.53%-309.5pp |
| Employer contribution / active EE | $1,543 | $2,559-39.7% | $4,136-62.7% | $2,565-39.8% |
| Participant deferral / active EE | $3,974 | $4,006-0.8% | $5,506-27.8% | $3,952+0.6% |
| Admin fee / account holder | $22,220 | $7,702+188.5% | $10,280+116.2% | $6,260+255.0% |