Filed February 3, 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 | $77,176 | $57,281+34.7% | $86,612-10.9% | $75,163+2.7% |
| Participation rate | 47.3% | 63.2%-15.9pp | 71.7%-24.4pp | 67.2%-19.9pp |
| Annual return | 10.85% | 2670.75%-2659.9pp | 591.07%-580.2pp | 160.62%-149.8pp |
| Employer contribution / active EE | $745 | $2,314-67.8% | $3,022-75.4% | $2,670-72.1% |
| Participant deferral / active EE | $2,319 | $3,318-30.1% | $4,438-47.7% | $4,125-43.8% |
| Admin fee / account holder | $7,357 | $4,112+78.9% | $5,614+31.0% | $5,651+30.2% |