Filed January 23, 2006 (most recent of 2 filings on file)
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $123,723 | $111,535+10.9% | $105,223+17.6% | $137,256-9.9% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 10.40% | 237.85%-227.5pp | 180.65%-170.3pp | 220.34%-209.9pp |
| Employer contribution / active EE | $701 | $3,939-82.2% | $3,689-81.0% | $4,156-83.1% |
| Participant deferral / active EE | $3,001 | $5,500-45.4% | $5,072-40.8% | $6,407-53.2% |
| Admin fee / account holder | $85,239 | $9,721+776.8% | $8,859+862.2% | $12,270+594.7% |