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 | $53,278 | $76,552-30.4% | $123,892-57.0% | $62,891-15.3% |
| Participation rate | 67.7% | 73.0%-5.2pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 0.82% | 18.68%-17.9pp | 47.52%-46.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,027 | $2,883-64.4% | $4,617-77.8% | $2,281-55.0% |
| Participant deferral / active EE | $4,625 | $4,840-4.4% | $5,984-22.7% | $3,203+44.4% |
| Admin fee / account holder | $1,909 | $4,826-60.4% | $8,357-77.2% | $4,296-55.5% |