Filed January 6, 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 9-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 | $15,964 | $80,717-80.2% | $154,803-89.7% | $84,808-81.2% |
| Participation rate | 51.9% | 66.8%-15.0pp | 78.1%-26.2pp | 68.3%-16.5pp |
| Annual return | 7.68% | 37.96%-30.3pp | 58.88%-51.2pp | 40.90%-33.2pp |
| Employer contribution / active EE | $308 | $2,761-88.9% | $4,305-92.9% | $2,631-88.3% |
| Participant deferral / active EE | $1,103 | $3,303-66.6% | $5,540-80.1% | $4,212-73.8% |
| Admin fee / account holder | $9,846 | $6,746+46.0% | $14,329-31.3% | $7,344+34.1% |