Filed October 27, 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 | $59,185 | $180,749-67.3% | $160,784-63.2% | $137,256-56.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 7.24% | 2234.46%-2227.2pp | 1803.92%-1796.7pp | 220.34%-213.1pp |
| Employer contribution / active EE | $1,420 | $4,155-65.8% | $3,733-62.0% | $4,156-65.8% |
| Participant deferral / active EE | $7,585 | $6,844+10.8% | $6,293+20.5% | $6,407+18.4% |
| Admin fee / account holder | $98,944 | $10,397+851.7% | $9,717+918.3% | $12,270+706.4% |