Filed October 26, 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 | $88,756 | $58,208+52.5% | $81,812+8.5% | $80,856+9.8% |
| Participation rate | 51.7% | 63.4%-11.7pp | 72.3%-20.6pp | 67.6%-15.9pp |
| Annual return | 9.17% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,695 | $2,340-27.6% | $2,912-41.8% | $2,755-38.5% |
| Participant deferral / active EE | $3,256 | $3,281-0.8% | $4,319-24.6% | $4,296-24.2% |
| Admin fee / account holder | $1,188 | $4,981-76.2% | $7,386-83.9% | $6,918-82.8% |