Filed February 21, 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 | $86,108 | $53,516+60.9% | $126,539-32.0% | $84,808+1.5% |
| Participation rate | 58.9% | 58.2%+0.7pp | 69.8%-10.9pp | 68.3%-9.4pp |
| Annual return | 12.55% | 58.34%-45.8pp | 425.95%-413.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $814 | $1,535-47.0% | $3,674-77.8% | $2,631-69.1% |
| Participant deferral / active EE | $2,203 | $2,671-17.5% | $4,083-46.0% | $4,212-47.7% |
| Admin fee / account holder | $22,206 | $4,497+393.8% | $6,065+266.2% | $7,344+202.4% |