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 | $106,880 | $127,065-15.9% | $113,168-5.6% | $142,382-24.9% |
| Participation rate | 27.3% | 79.2%-51.9pp | 76.6%-49.3pp | 80.1%-52.8pp |
| Annual return | 9.49% | 24.03%-14.5pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $397 | $3,442-88.5% | $2,975-86.7% | $4,299-90.8% |
| Participant deferral / active EE | $2,746 | $5,716-52.0% | $5,107-46.2% | $6,507-57.8% |
| Admin fee / account holder | $85,703 | $15,736+444.6% | $12,068+610.2% | $12,624+578.9% |