Filed January 27, 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 5-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,902 | $135,635-92.7% | $110,238-91.0% | $135,375-92.7% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.8%-51.2pp | 82.6%-54.1pp |
| Annual return | 0.61% | 513.19%-512.6pp | 314.74%-314.1pp | 519.73%-519.1pp |
| Employer contribution / active EE | $1,262 | $4,906-74.3% | $3,826-67.0% | $4,779-73.6% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $20,583 | $11,457+79.7% | $8,547+140.8% | $10,827+90.1% |