Filed January 17, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,262 | $73,787+273.1% | $98,716+178.8% | $82,448+233.9% |
| Participation rate | 40.4% | 61.4%-21.1pp | 69.3%-28.9pp | 68.1%-27.7pp |
| Annual return | 12.37% | 18.57%-6.2pp | 31.81%-19.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | -$0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,972 | $3,081+93.8% | $4,048+47.5% | $4,139+44.3% |
| Admin fee / account holder | $37,598 | $6,500+478.4% | $8,703+332.0% | $7,234+419.7% |