Filed April 7, 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 | $121,810 | $110,257+10.5% | $96,544+26.2% | $139,434-12.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 76.0%-11.0pp | 80.3%-15.3pp |
| Annual return | 8.08% | 26.32%-18.2pp | 25.84%-17.8pp | 372.94%-364.9pp |
| Employer contribution / active EE | $477 | $3,620-86.8% | $2,965-83.9% | $4,751-90.0% |
| Participant deferral / active EE | $3,505 | $5,548-36.8% | $4,851-27.7% | $6,710-47.8% |
| Admin fee / account holder | $6,123 | $11,591-47.2% | $8,252-25.8% | $11,403-46.3% |