Filed March 17, 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 | $29,582 | $39,162-24.5% | $100,671-70.6% | $59,632-50.4% |
| Participation rate | 66.7% | 55.9%+10.8pp | 70.7%-4.0pp | 68.7%-2.0pp |
| Annual return | -4.53% | 21.07%-25.6pp | 20.43%-25.0pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $1,190 | $1,151+3.4% | $4,012-70.3% | $2,203-46.0% |
| Participant deferral / active EE | $2,341 | $1,992+17.5% | $3,144-25.5% | $3,192-26.7% |
| Admin fee / account holder | $860 | $2,969-71.0% | $4,850-82.3% | $4,297-80.0% |