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 | $48,230+317.0% | $67,502+198.0% | $80,856+148.8% |
| Participation rate | 66.0% | 66.4%-0.4pp | 72.9%-6.9pp | 67.6%-1.7pp |
| Annual return | -3.85% | 18.28%-22.1pp | 3512.12%-3516.0pp | 35.59%-39.4pp |
| Employer contribution / active EE | $2,948 | $2,020+46.0% | $2,731+8.0% | $2,755+7.0% |
| Participant deferral / active EE | $5,050 | $2,924+72.7% | $4,000+26.2% | $4,296+17.5% |
| Admin fee / account holder | $3,263 | $3,681-11.4% | $3,998-18.4% | $6,918-52.8% |