Filed January 16, 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 | $102,807 | $95,416+7.7% | $185,823-44.7% | $85,850+19.8% |
| Participation rate | 51.9% | 68.8%-16.9pp | 81.7%-29.8pp | 69.3%-17.5pp |
| Annual return | 9.12% | 23.59%-14.5pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $2,085 | $3,314-37.1% | $5,167-59.7% | $2,565-18.7% |
| Participant deferral / active EE | $3,198 | $3,423-6.6% | $5,568-42.6% | $3,952-19.1% |
| Admin fee / account holder | $11,711 | $7,213+62.4% | $16,237-27.9% | $6,260+87.1% |