Filed January 6, 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 | $132,396 | $44,984+194.3% | $85,009+55.7% | $74,546+77.6% |
| Participation rate | 24.0% | 49.4%-25.4pp | 67.5%-43.5pp | 67.2%-43.2pp |
| Annual return | 8.26% | 26.25%-18.0pp | 66.47%-58.2pp | 1366.03%-1357.8pp |
| Employer contribution / active EE | $918 | $1,458-37.1% | $2,728-66.4% | $2,624-65.0% |
| Participant deferral / active EE | $1,909 | $2,733-30.1% | $4,522-57.8% | $4,347-56.1% |
| Admin fee / account holder | $3,117 | $2,208+41.2% | $6,153-49.3% | $1,944+60.4% |