Filed June 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,658 | $50,958-79.1% | $74,550-85.7% | $64,186-83.4% |
| Participation rate | 37.0% | 61.1%-24.0pp | 69.1%-32.1pp | 69.6%-32.5pp |
| Annual return | -6.52% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $270 | $1,115-75.8% | $1,961-86.2% | $2,381-88.6% |
| Participant deferral / active EE | $722 | $2,301-68.6% | $3,108-76.8% | $3,470-79.2% |
| Admin fee / account holder | $2,787 | $4,223-34.0% | $5,060-44.9% | $4,888-43.0% |