Filed April 5, 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 | $46,126 | $66,098-30.2% | $101,794-54.7% | $74,304-37.9% |
| Participation rate | 25.7% | 53.8%-28.0pp | 69.2%-43.5pp | 60.3%-34.6pp |
| Annual return | 8.93% | 19.59%-10.7pp | 30.53%-21.6pp | 29.43%-20.5pp |
| Employer contribution / active EE | $265 | $1,082-75.5% | $2,289-88.4% | $2,241-88.2% |
| Participant deferral / active EE | $1,677 | $2,781-39.7% | $4,084-58.9% | $3,767-55.5% |
| Admin fee / account holder | $1,937 | $4,146-53.3% | $8,777-77.9% | $2,969-34.8% |