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 | $45,093 | $49,173-8.3% | $121,098-62.8% | $75,163-40.0% |
| Participation rate | 26.8% | 55.4%-28.6pp | 69.5%-42.7pp | 67.2%-40.4pp |
| Annual return | 11.57% | 55.99%-44.4pp | 985.75%-974.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $508 | $1,546-67.1% | $4,164-87.8% | $2,670-81.0% |
| Participant deferral / active EE | $1,818 | $2,628-30.8% | $4,080-55.4% | $4,125-55.9% |
| Admin fee / account holder | $17,055 | $3,942+332.7% | $5,644+202.2% | $5,651+201.8% |