Filed January 9, 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 | $134,433 | $16,790+700.7% | $64,489+108.5% | $67,986+97.7% |
| Participation rate | 67.8% | 62.4%+5.4pp | 67.7%+0.1pp | 57.2%+10.6pp |
| Annual return | 15.24% | 30.55%-15.3pp | 55.03%-39.8pp | 31.67%-16.4pp |
| Employer contribution / active EE | $1,554 | $648+139.9% | $1,523+2.0% | $2,019-23.0% |
| Participant deferral / active EE | $3,538 | $1,510+134.3% | $2,778+27.4% | $3,358+5.4% |
| Admin fee / account holder | $9,517 | $1,690+463.2% | $4,260+123.4% | $3,203+197.1% |