Filed October 12, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,064 | $179,726+72.5% | $156,263+98.4% | $142,382+117.8% |
| Participation rate | 65.2% | 82.1%-16.9pp | 78.9%-13.7pp | 80.1%-14.9pp |
| Annual return | 9.52% | 77.86%-68.3pp | 59.47%-49.9pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,115 | $5,069-78.0% | $4,333-74.3% | $4,299-74.1% |
| Participant deferral / active EE | $7,693 | $6,956+10.6% | $6,158+24.9% | $6,507+18.2% |
| Admin fee / account holder | $64,058 | $17,272+270.9% | $14,255+349.4% | $12,624+407.4% |