Filed June 14, 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 5-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 | $15,036 | $23,330-35.6% | $64,489-76.7% | $82,448-81.8% |
| Participation rate | 37.5% | 68.3%-30.8pp | 67.7%-30.2pp | 68.1%-30.6pp |
| Annual return | 9.48% | 83.66%-74.2pp | 55.03%-45.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,241 | $1,707+31.3% | $2,778-19.3% | $4,139-45.9% |
| Admin fee / account holder | $13,626 | $2,946+362.6% | $4,260+219.9% | $7,234+88.4% |