Filed July 16, 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 8-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 | $75,107 | $73,397+2.3% | $178,014-57.8% | $74,546+0.8% |
| Participation rate | 40.9% | 66.6%-25.7pp | 77.1%-36.2pp | 67.2%-26.3pp |
| Annual return | 10.53% | 17.49%-7.0pp | 294.80%-284.3pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $561 | $2,217-74.7% | $3,950-85.8% | $2,624-78.6% |
| Participant deferral / active EE | $2,698 | $4,512-40.2% | $6,276-57.0% | $4,347-37.9% |
| Admin fee / account holder | $5,786 | $1,809+219.8% | $10,362-44.2% | $1,944+197.7% |