Filed January 30, 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 | $68,846 | $140,940-51.2% | $112,229-38.7% | $139,434-50.6% |
| Participation rate | 63.6% | 79.2%-15.6pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 5.10% | 32.71%-27.6pp | 30.20%-25.1pp | 372.94%-367.8pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,530 | $5,874-5.9% | $4,798+15.3% | $6,710-17.6% |
| Admin fee / account holder | $9,300 | $9,954-6.6% | $7,748+20.0% | $11,403-18.4% |