Filed June 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 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 | $29,157 | $77,164-62.2% | $178,014-83.6% | $80,874-63.9% |
| Participation rate | 31.0% | 65.7%-34.7pp | 77.1%-46.1pp | 67.6%-36.6pp |
| Annual return | 10.42% | 18.09%-7.7pp | 294.80%-284.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $535 | $2,288-76.6% | $3,950-86.4% | $2,756-80.6% |
| Participant deferral / active EE | $898 | $4,408-79.6% | $6,276-85.7% | $4,297-79.1% |
| Admin fee / account holder | $3,389 | $7,164-52.7% | $10,362-67.3% | $6,935-51.1% |