Filed July 16, 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 | $91,981 | $43,075+113.5% | $74,583+23.3% | $62,891+46.3% |
| Participation rate | 57.7% | 58.1%-0.4pp | 68.1%-10.4pp | 69.3%-11.6pp |
| Annual return | 2.74% | 17.50%-14.8pp | 20.47%-17.7pp | 20.14%-17.4pp |
| Employer contribution / active EE | $248 | $1,498-83.4% | $2,525-90.2% | $2,281-89.1% |
| Participant deferral / active EE | $1,423 | $2,389-40.4% | $3,458-58.8% | $3,203-55.6% |
| Admin fee / account holder | $533 | $2,840-81.2% | $4,138-87.1% | $4,296-87.6% |