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 | $17,304 | $59,101-70.7% | $77,163-77.6% | $75,163-77.0% |
| Participation rate | 38.7% | 63.9%-25.2pp | 69.6%-30.9pp | 67.2%-28.5pp |
| Annual return | 12.04% | 26.71%-14.7pp | 37.87%-25.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $81 | $1,995-96.0% | $2,535-96.8% | $2,670-97.0% |
| Participant deferral / active EE | $1,075 | $2,999-64.2% | $3,833-72.0% | $4,125-74.0% |
| Admin fee / account holder | $11,963 | $4,774+150.6% | $5,472+118.6% | $5,651+111.7% |