Filed June 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 | $131,821 | $60,022+119.6% | $88,946+48.2% | $84,808+55.4% |
| Participation rate | 35.5% | 57.8%-22.4pp | 68.8%-33.4pp | 68.3%-32.8pp |
| Annual return | 11.47% | 22.43%-11.0pp | 57.82%-46.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $320 | $1,703-81.2% | $2,555-87.5% | $2,631-87.8% |
| Participant deferral / active EE | $1,934 | $3,114-37.9% | $4,581-57.8% | $4,212-54.1% |
| Admin fee / account holder | $8,904 | $4,811+85.1% | $8,261+7.8% | $7,344+21.2% |