Filed July 12, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $45,172 | $95,453-52.7% | $112,040-59.7% | $82,448-45.2% |
| Participation rate | 68.7% | 72.8%-4.1pp | 76.5%-7.8pp | 68.1%+0.6pp |
| Annual return | 12.11% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,450 | $2,318-37.4% | $2,954-50.9% | $2,551-43.2% |
| Participant deferral / active EE | $2,606 | $4,224-38.3% | $5,098-48.9% | $4,139-37.0% |
| Admin fee / account holder | $13,966 | $9,013+54.9% | $12,098+15.4% | $7,234+93.1% |