Filed June 14, 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 | $73,369 | $53,516+37.1% | $126,539-42.0% | $84,808-13.5% |
| Participation rate | 34.8% | 58.2%-23.5pp | 69.8%-35.0pp | 68.3%-33.5pp |
| Annual return | 10.10% | 58.34%-48.2pp | 425.95%-415.8pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,151 | $1,535-25.0% | $3,674-68.7% | $2,631-56.2% |
| Participant deferral / active EE | $1,631 | $2,671-38.9% | $4,083-60.1% | $4,212-61.3% |
| Admin fee / account holder | $1,770 | $4,497-60.6% | $6,065-70.8% | $7,344-75.9% |