Filed August 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,893 | $91,538-67.3% | $129,995-77.0% | $75,163-60.2% |
| Participation rate | 44.4% | 71.4%-27.0pp | 78.5%-34.0pp | 67.2%-22.7pp |
| Annual return | 10.35% | -631.11%+641.5pp | -137.18%+147.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,148 | $4,341-73.6% | $5,820-80.3% | $4,125-72.2% |
| Admin fee / account holder | $2,040 | $6,790-70.0% | $10,614-80.8% | $5,651-63.9% |