Filed January 13, 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 | $201,139 | $48,277+316.6% | $67,511+197.9% | $80,874+148.7% |
| Participation rate | 66.0% | 66.4%-0.4pp | 72.9%-6.9pp | 67.6%-1.7pp |
| Annual return | -3.85% | 18.27%-22.1pp | 3517.41%-3521.3pp | 35.62%-39.5pp |
| Employer contribution / active EE | $2,948 | $2,021+45.9% | $2,733+7.9% | $2,756+7.0% |
| Participant deferral / active EE | $5,050 | $2,926+72.6% | $4,000+26.2% | $4,297+17.5% |
| Admin fee / account holder | $3,263 | $3,687-11.5% | $3,999-18.4% | $6,935-53.0% |