Filed January 6, 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 | $46,293 | $78,926-41.3% | $136,749-66.1% | $84,808-45.4% |
| Participation rate | 20.5% | 62.2%-41.7pp | 72.1%-51.6pp | 68.3%-47.8pp |
| Annual return | 8.67% | 18.17%-9.5pp | 24.33%-15.7pp | 40.90%-32.2pp |
| Employer contribution / active EE | $892 | $2,134-58.2% | $3,400-73.8% | $2,631-66.1% |
| Participant deferral / active EE | $1,027 | $3,168-67.6% | $4,692-78.1% | $4,212-75.6% |
| Admin fee / account holder | $6,702 | $6,369+5.2% | $11,386-41.1% | $7,344-8.7% |