Filed March 4, 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.
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 | $143,572 | $99,957+43.6% | $149,696-4.1% | $73,488+95.4% |
| Participation rate | 45.9% | 75.7%-29.8pp | 82.5%-36.6pp | 70.7%-24.8pp |
| Annual return | 12.58% | 53.87%-41.3pp | 276.60%-264.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $547 | $3,191-82.8% | $4,644-88.2% | $2,270-75.9% |
| Participant deferral / active EE | $4,603 | $6,073-24.2% | $6,842-32.7% | $3,740+23.1% |
| Admin fee / account holder | $5,448 | $551+889.2% | $9,309-41.5% | $513+961.8% |