Filed February 21, 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 | $98,861 | $56,317+75.5% | $71,209+38.8% | $74,304+33.0% |
| Participation rate | 55.5% | 55.1%+0.3pp | 73.8%-18.3pp | 60.3%-4.9pp |
| Annual return | 12.73% | 42.83%-30.1pp | 282.51%-269.8pp | 29.43%-16.7pp |
| Employer contribution / active EE | $1,272 | $2,160-41.1% | $2,721-53.3% | $2,241-43.2% |
| Participant deferral / active EE | $2,919 | $2,788+4.7% | $4,175-30.1% | $3,767-22.5% |
| Admin fee / account holder | $3,206 | $2,290+40.0% | $5,349-40.1% | $2,969+8.0% |