Filed October 24, 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 | $83,888 | $46,869+79.0% | $122,332-31.4% | $70,131+19.6% |
| Participation rate | 65.5% | 58.2%+7.3pp | 71.6%-6.1pp | 69.5%-4.0pp |
| Annual return | 11.68% | 24.22%-12.5pp | 30.27%-18.6pp | 73.14%-61.5pp |
| Employer contribution / active EE | $700 | $1,288-45.6% | $4,050-82.7% | $2,342-70.1% |
| Participant deferral / active EE | $2,594 | $2,166+19.7% | $3,287-21.1% | $3,332-22.1% |
| Admin fee / account holder | $3,151 | $3,322-5.1% | $5,478-42.5% | $4,645-32.2% |