Filed February 26, 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 | $98,251 | $64,348+52.7% | $90,160+9.0% | $70,131+40.1% |
| Participation rate | 61.5% | 70.4%-8.9pp | 76.9%-15.3pp | 69.5%-8.0pp |
| Annual return | 14.27% | 28.13%-13.9pp | 34.88%-20.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,074 | $4,389-52.7% | $5,288-60.8% | $3,332-37.7% |
| Admin fee / account holder | $27,206 | $3,944+589.9% | $5,943+357.8% | $4,645+485.7% |