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 | $8,633 | $60,022-85.6% | $88,946-90.3% | $84,808-89.8% |
| Participation rate | 7.6% | 57.8%-50.3pp | 68.8%-61.3pp | 68.3%-60.7pp |
| Annual return | -2.00% | 22.43%-24.4pp | 57.82%-59.8pp | 40.90%-42.9pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $60 | $3,114-98.1% | $4,581-98.7% | $4,212-98.6% |
| Admin fee / account holder | $3,223 | $4,811-33.0% | $8,261-61.0% | $7,344-56.1% |