Filed February 23, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,795 | $69,515-65.8% | $86,874-72.6% | $85,850-72.3% |
| Participation rate | 39.0% | 66.3%-27.3pp | 71.6%-32.6pp | 69.3%-30.3pp |
| Annual return | 8.23% | 20.12%-11.9pp | 63.52%-55.3pp | 318.53%-310.3pp |
| Employer contribution / active EE | $41 | $1,880-97.8% | $2,495-98.4% | $2,565-98.4% |
| Participant deferral / active EE | $1,253 | $2,919-57.1% | $3,699-66.1% | $3,952-68.3% |
| Admin fee / account holder | $4,644 | $5,972-22.2% | $5,828-20.3% | $6,260-25.8% |