Filed November 14, 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 7-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 | $13,861 | $95,762-85.5% | $379,746-96.4% | $79,858-82.6% |
| Participation rate | 61.0% | 74.0%-13.0pp | 78.4%-17.4pp | 69.6%-8.7pp |
| Annual return | 11.04% | 18.26%-7.2pp | 34.90%-23.9pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,559 | $2,695-42.2% | $3,540-56.0% | $2,471-36.9% |
| Participant deferral / active EE | $2,463 | $4,705-47.6% | $6,024-59.1% | $3,740-34.1% |
| Admin fee / account holder | $4,418 | $6,745-34.5% | $7,927-44.3% | $5,306-16.7% |