Filed June 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 | $71,213 | $57,541+23.8% | $95,745-25.6% | $75,163-5.3% |
| Participation rate | 62.5% | 62.5%0pp | 72.3%-9.8pp | 67.2%-4.7pp |
| Annual return | 12.11% | 34.93%-22.8pp | 28.35%-16.2pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,281 | $1,808-29.2% | $2,835-54.8% | $2,670-52.0% |
| Participant deferral / active EE | $5,425 | $3,074+76.5% | $4,245+27.8% | $4,125+31.5% |
| Admin fee / account holder | $6,804 | $4,099+66.0% | $5,678+19.8% | $5,651+20.4% |