Filed April 6, 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 | $56,888 | $179,726-68.3% | $156,263-63.6% | $142,382-60.0% |
| Participation rate | 61.5% | 82.1%-20.5pp | 78.9%-17.4pp | 80.1%-18.6pp |
| Annual return | 5.98% | 77.86%-71.9pp | 59.47%-53.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,471 | $5,069-71.0% | $4,333-66.0% | $4,299-65.8% |
| Participant deferral / active EE | $2,086 | $6,956-70.0% | $6,158-66.1% | $6,507-67.9% |
| Admin fee / account holder | $2,139 | $17,272-87.6% | $14,255-85.0% | $12,624-83.1% |