Filed August 4, 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 8-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 | $55,989 | $43,075+30.0% | $74,583-24.9% | $62,891-11.0% |
| Participation rate | 61.5% | 58.1%+3.5pp | 68.1%-6.6pp | 69.3%-7.8pp |
| Annual return | 2.32% | 17.50%-15.2pp | 20.47%-18.1pp | 20.14%-17.8pp |
| Employer contribution / active EE | $213 | $1,498-85.8% | $2,525-91.6% | $2,281-90.7% |
| Participant deferral / active EE | $2,115 | $2,389-11.5% | $3,458-38.8% | $3,203-34.0% |
| Admin fee / account holder | $3,824 | $2,840+34.7% | $4,138-7.6% | $4,296-11.0% |