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 | $44,182 | $60,349-26.8% | $74,183-40.4% | $62,891-29.7% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | 3.32% | 21.37%-18.1pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $1,270 | $1,680-24.4% | $2,370-46.4% | $2,281-44.3% |
| Participant deferral / active EE | $2,494 | $2,856-12.7% | $3,550-29.8% | $3,203-22.1% |
| Admin fee / account holder | $8,900 | $4,261+108.9% | $5,586+59.3% | $4,296+107.2% |