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 | $21,051 | $101,883-79.3% | $453,369-95.4% | $85,850-75.5% |
| Participation rate | 63.6% | 72.3%-8.7pp | 78.0%-14.4pp | 69.3%-5.7pp |
| Annual return | 12.93% | 25.38%-12.4pp | 64.40%-51.5pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,971 | $2,847-30.8% | $4,070-51.6% | $2,565-23.2% |
| Participant deferral / active EE | $2,641 | $4,782-44.8% | $6,209-57.5% | $3,952-33.2% |
| Admin fee / account holder | $1,631 | $5,706-71.4% | $11,209-85.4% | $6,260-73.9% |