Filed February 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,780 | $57,016-84.6% | $84,966-89.7% | $80,856-89.1% |
| Participation rate | 10.4% | 56.3%-45.9pp | 67.5%-57.1pp | 67.6%-57.2pp |
| Annual return | 2.07% | 21.66%-19.6pp | 66.38%-64.3pp | 35.59%-33.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $38 | $3,110-98.8% | $4,519-99.2% | $4,296-99.1% |
| Admin fee / account holder | $14,824 | $4,980+197.6% | $6,149+141.1% | $6,918+114.3% |