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 | $115,313 | $49,173+134.5% | $121,098-4.8% | $75,163+53.4% |
| Participation rate | 62.7% | 55.4%+7.3pp | 69.5%-6.8pp | 67.2%-4.5pp |
| Annual return | 12.40% | 55.99%-43.6pp | 985.75%-973.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $2,451 | $1,546+58.6% | $4,164-41.1% | $2,670-8.2% |
| Participant deferral / active EE | $4,273 | $2,628+62.6% | $4,080+4.7% | $4,125+3.6% |
| Admin fee / account holder | $1,552 | $3,942-60.6% | $5,644-72.5% | $5,651-72.5% |