Filed March 31, 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 | $50,093 | $58,694-14.7% | $142,863-64.9% | $85,850-41.7% |
| Participation rate | 31.3% | 58.5%-27.2pp | 71.9%-40.6pp | 69.3%-38.0pp |
| Annual return | 9.21% | 27.72%-18.5pp | 5637.54%-5628.3pp | 318.53%-309.3pp |
| Employer contribution / active EE | $391 | $1,423-72.5% | $4,144-90.6% | $2,565-84.7% |
| Participant deferral / active EE | $1,857 | $2,607-28.8% | $3,837-51.6% | $3,952-53.0% |
| Admin fee / account holder | $1,793 | $4,239-57.7% | $6,560-72.7% | $6,260-71.4% |