Filed August 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 | $143,195 | $81,900+74.8% | $119,609+19.7% | $68,494+109.1% |
| Participation rate | 54.3% | 71.9%-17.6pp | 79.3%-25.0pp | 67.9%-13.6pp |
| Annual return | -24.41% | -23.82%-0.6pp | -14.97%-9.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $935 | $2,693-65.3% | $4,232-77.9% | $2,596-64.0% |
| Participant deferral / active EE | $2,203 | $4,148-46.9% | $5,602-60.7% | $4,027-45.3% |
| Admin fee / account holder | $20,245 | $6,582+207.6% | $10,323+96.1% | $5,403+274.7% |