Filed March 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 | $31,321 | $77,899-59.8% | $149,673-79.1% | $75,163-58.3% |
| Participation rate | 34.3% | 65.6%-31.3pp | 78.8%-44.5pp | 67.2%-32.9pp |
| Annual return | 10.55% | 31.72%-21.2pp | 134.42%-123.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,244 | $3,411-63.5% | $5,680-78.1% | $4,125-69.9% |
| Admin fee / account holder | $1,222 | $5,956-79.5% | $13,210-90.8% | $5,651-78.4% |