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 | $21,303 | $70,428-69.8% | $96,562-77.9% | $85,850-75.2% |
| Participation rate | 43.5% | 61.8%-18.3pp | 69.8%-26.3pp | 69.3%-25.8pp |
| Annual return | 10.86% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $347 | $1,413-75.4% | $2,356-85.3% | $2,565-86.5% |
| Participant deferral / active EE | $1,036 | $2,894-64.2% | $3,849-73.1% | $3,952-73.8% |
| Admin fee / account holder | $2,559 | $4,997-48.8% | $6,181-58.6% | $6,260-59.1% |