Filed January 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 | $27,076 | $54,762-50.6% | $90,281-70.0% | $72,985-62.9% |
| Participation rate | 24.7% | 65.1%-40.4pp | 73.3%-48.6pp | 69.5%-44.8pp |
| Annual return | 4.79% | 30.63%-25.8pp | 78.10%-73.3pp | 81.00%-76.2pp |
| Employer contribution / active EE | $366 | $2,092-82.5% | $2,854-87.2% | $2,440-85.0% |
| Participant deferral / active EE | $837 | $2,887-71.0% | $3,885-78.5% | $3,607-76.8% |
| Admin fee / account holder | $5,115 | $3,972+28.8% | $5,351-4.4% | $5,124-0.2% |