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.)
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 | $12,106 | $215,361-94.4% | $171,082-92.9% | $273,961-95.6% |
| Participation rate | 52.2% | 82.0%-29.9pp | 76.7%-24.5pp | 83.0%-30.8pp |
| Annual return | 6.73% | 25.14%-18.4pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $560 | $4,967-88.7% | $4,002-86.0% | $4,869-88.5% |
| Participant deferral / active EE | $684 | $5,543-87.7% | $4,797-85.7% | $5,287-87.1% |
| Admin fee / account holder | $1,335 | $10,846-87.7% | $8,520-84.3% | $10,132-86.8% |