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 | $57,847 | $67,984-14.9% | $65,493-11.7% | $74,304-22.1% |
| Participation rate | 43.8% | 66.3%-22.5pp | 73.1%-29.3pp | 60.3%-16.5pp |
| Annual return | 10.39% | 19.87%-9.5pp | 982.45%-972.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $879 | $2,491-64.7% | $2,574-65.8% | $2,241-60.8% |
| Participant deferral / active EE | $2,956 | $3,346-11.7% | $3,961-25.4% | $3,767-21.5% |
| Admin fee / account holder | $4,534 | $1,373+230.3% | $5,028-9.8% | $2,969+52.7% |