Filed September 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 | $115,048 | $53,777+113.9% | $134,143-14.2% | $79,858+44.1% |
| Participation rate | 68.0% | 58.8%+9.2pp | 72.2%-4.2pp | 69.6%-1.6pp |
| Annual return | 7.21% | 19.01%-11.8pp | 36.33%-29.1pp | 31.71%-24.5pp |
| Employer contribution / active EE | $2,131 | $1,321+61.3% | $3,704-42.5% | $2,471-13.8% |
| Participant deferral / active EE | $3,787 | $2,420+56.5% | $3,499+8.2% | $3,740+1.2% |
| Admin fee / account holder | $1,085 | $3,984-72.8% | $6,684-83.8% | $5,306-79.5% |