Filed April 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 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 | $95,439 | $54,350+75.6% | $82,719+15.4% | $68,494+39.3% |
| Participation rate | 66.7% | 63.9%+2.7pp | 72.6%-5.9pp | 67.9%-1.2pp |
| Annual return | -44.91% | -13.67%-31.2pp | 701.18%-746.1pp | -7.84%-37.1pp |
| Employer contribution / active EE | $3,660 | $2,218+65.0% | $3,009+21.6% | $2,596+41.0% |
| Participant deferral / active EE | $8,856 | $3,246+172.8% | $4,395+101.5% | $4,027+119.9% |
| Admin fee / account holder | $18,205 | $4,395+314.2% | $5,329+241.6% | $5,403+237.0% |