Filed July 29, 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 | $104,834 | $72,492+44.6% | $87,100+20.4% | $72,985+43.6% |
| Participation rate | 52.2% | 72.8%-20.6pp | 76.9%-24.7pp | 69.5%-17.3pp |
| Annual return | -49.38% | 24.46%-73.8pp | 28.19%-77.6pp | 81.00%-130.4pp |
| Employer contribution / active EE | $3,014 | $1,894+59.2% | $2,521+19.6% | $2,440+23.5% |
| Participant deferral / active EE | $9,605 | $3,270+193.8% | $4,049+137.2% | $3,607+166.3% |
| Admin fee / account holder | $14,309 | $5,055+183.1% | $7,497+90.9% | $5,124+179.2% |