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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,327 | $144,119-82.4% | $117,854-78.5% | $147,584-82.8% |
| Participation rate | 12.5% | 83.4%-70.9pp | 79.7%-67.2pp | 82.8%-70.3pp |
| Annual return | 5.54% | 531.15%-525.6pp | 335.08%-329.5pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,030 | $4,896-79.0% | $3,786-72.8% | $4,876-78.9% |
| Participant deferral / active EE | $2,209 | $5,316-58.4% | $4,482-50.7% | $5,439-59.4% |
| Admin fee / account holder | $59,812 | $10,886+449.5% | $8,020+645.8% | $10,885+449.5% |