Filed January 14, 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 | $81,267 | $80,705+0.7% | $115,768-29.8% | $67,986+19.5% |
| Participation rate | 62.5% | 63.0%-0.5pp | 74.4%-11.9pp | 57.2%+5.3pp |
| Annual return | 11.84% | 18.49%-6.6pp | 100.46%-88.6pp | 31.67%-19.8pp |
| Employer contribution / active EE | $1,778 | $2,046-13.1% | $2,940-39.5% | $2,019-11.9% |
| Participant deferral / active EE | $2,841 | $3,559-20.2% | $4,917-42.2% | $3,358-15.4% |
| Admin fee / account holder | $3,949 | $4,135-4.5% | $12,439-68.3% | $3,203+23.3% |