Filed May 8, 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 | $58,668 | $86,944-32.5% | $107,525-45.4% | $74,304-21.0% |
| Participation rate | 46.8% | 59.6%-12.7pp | 75.1%-28.2pp | 60.3%-13.5pp |
| Annual return | 4.50% | 23.52%-19.0pp | 181.32%-176.8pp | 29.43%-24.9pp |
| Employer contribution / active EE | $836 | $2,757-69.7% | $3,754-77.7% | $2,241-62.7% |
| Participant deferral / active EE | $3,037 | $3,554-14.5% | $5,116-40.6% | $3,767-19.4% |
| Admin fee / account holder | $9,506 | $3,727+155.1% | $8,919+6.6% | $2,969+220.2% |