Filed June 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 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.
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 | $13,347 | $58,512-77.2% | $84,015-84.1% | $72,985-81.7% |
| Participation rate | 44.2% | 61.2%-17.0pp | 69.0%-24.8pp | 69.5%-25.3pp |
| Annual return | 15.16% | 28.93%-13.8pp | 71.31%-56.1pp | 81.00%-65.8pp |
| Employer contribution / active EE | $311 | $1,163-73.2% | $1,983-84.3% | $2,440-87.2% |
| Participant deferral / active EE | $1,025 | $2,394-57.2% | $3,239-68.3% | $3,607-71.6% |
| Admin fee / account holder | $432 | $4,569-90.5% | $6,101-92.9% | $5,124-91.6% |