Filed July 29, 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 | $58,775 | $51,466+14.2% | $78,778-25.4% | $62,292-5.6% |
| Participation rate | 60.7% | 59.8%+0.9pp | 69.2%-8.5pp | 69.5%-8.8pp |
| Annual return | 10.20% | 19.96%-9.8pp | 35.62%-25.4pp | 28.90%-18.7pp |
| Employer contribution / active EE | $1,538 | $827+85.9% | $1,986-22.5% | $2,042-24.7% |
| Participant deferral / active EE | $2,962 | $2,147+37.9% | $2,958+0.1% | $3,169-6.5% |
| Admin fee / account holder | $8,181 | $489+1571.8% | $5,134+59.3% | $479+1606.6% |