Filed April 9, 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.
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 | $43,626 | $46,674-6.5% | $117,472-62.9% | $68,494-36.3% |
| Participation rate | 42.9% | 56.8%-13.9pp | 70.6%-27.7pp | 67.9%-25.0pp |
| Annual return | -19.43% | -14.52%-4.9pp | 29.74%-49.2pp | -7.84%-11.6pp |
| Employer contribution / active EE | $249 | $1,505-83.4% | $4,176-94.0% | $2,596-90.4% |
| Participant deferral / active EE | $1,248 | $2,636-52.7% | $4,070-69.3% | $4,027-69.0% |
| Admin fee / account holder | $7,575 | $4,020+88.4% | $5,645+34.2% | $5,403+40.2% |