Filed August 11, 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 | $51,127 | $169,032-69.8% | $129,207-60.4% | $145,922-65.0% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 4.83% | 14330.11%-14325.3pp | 9417.33%-9412.5pp | 561.29%-556.5pp |
| Employer contribution / active EE | $7,014 | $5,537+26.7% | $4,153+68.9% | $4,660+50.5% |
| Participant deferral / active EE | $7,176 | $4,987+43.9% | $4,168+72.2% | $6,688+7.3% |
| Admin fee / account holder | $57,885 | $9,954+481.5% | $7,715+650.3% | $13,397+332.1% |