Filed February 21, 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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,866 | $109,359-25.1% | $162,163-49.5% | $72,985+12.2% |
| Participation rate | 69.0% | 84.3%-15.3pp | 87.6%-18.6pp | 69.5%-0.5pp |
| Annual return | 16.68% | 25.46%-8.8pp | 115.59%-98.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $582 | $3,907-85.1% | $5,614-89.6% | $2,440-76.2% |
| Participant deferral / active EE | $3,375 | $5,481-38.4% | $7,298-53.8% | $3,607-6.4% |
| Admin fee / account holder | $12,701 | $7,972+59.3% | $10,843+17.1% | $5,124+147.8% |