Filed September 16, 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 | $53,871 | $171,865-68.7% | $149,718-64.0% | $147,584-63.5% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 6.99% | 2113.22%-2106.2pp | 1501.63%-1494.6pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,533 | $6,275-75.6% | $5,445-71.8% | $4,876-68.6% |
| Participant deferral / active EE | $1,679 | $7,271-76.9% | $6,569-74.4% | $5,439-69.1% |
| Admin fee / account holder | $2,697 | $13,799-80.5% | $11,283-76.1% | $10,885-75.2% |