Filed July 15, 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 8-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 | $54,410 | $69,763-22.0% | $67,502-19.4% | $74,495-27.0% |
| Participation rate | 44.0% | 71.4%-27.3pp | 72.9%-28.8pp | 67.2%-23.2pp |
| Annual return | 10.13% | -40.34%+50.5pp | 3512.12%-3502.0pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $853 | $2,704-68.5% | $2,731-68.8% | $2,623-67.5% |
| Participant deferral / active EE | $2,850 | $3,636-21.6% | $4,000-28.7% | $4,346-34.4% |
| Admin fee / account holder | $2,735 | $896+205.3% | $3,998-31.6% | $1,942+40.9% |