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 | $84,556-3.9% | $116,228-30.1% | $74,304+9.4% |
| Participation rate | 62.5% | 66.0%-3.5pp | 74.6%-12.1pp | 60.3%+2.2pp |
| Annual return | 11.84% | 18.35%-6.5pp | 90.06%-78.2pp | 29.43%-17.6pp |
| Employer contribution / active EE | $1,778 | $2,168-18.0% | $2,994-40.6% | $2,241-20.7% |
| Participant deferral / active EE | $2,841 | $3,814-25.5% | $4,953-42.6% | $3,767-24.6% |
| Admin fee / account holder | $3,949 | $3,792+4.1% | $11,989-67.1% | $2,969+33.0% |