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 | $45,105 | $51,197-11.9% | $82,719-45.5% | $66,914-32.6% |
| Participation rate | 50.4% | 67.8%-17.4pp | 72.6%-22.1pp | 69.8%-19.4pp |
| Annual return | -18.34% | -9.64%-8.7pp | 701.18%-719.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $886 | $2,611-66.1% | $3,009-70.6% | $2,544-65.2% |
| Participant deferral / active EE | $3,116 | $3,458-9.9% | $4,395-29.1% | $4,237-26.5% |
| Admin fee / account holder | $10,169 | $416+2347.3% | $5,329+90.8% | $593+1614.2% |