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 | $116,121 | $148,978-22.1% | $200,582-42.1% | $84,808+36.9% |
| Participation rate | 39.3% | 84.2%-44.9pp | 86.9%-47.6pp | 68.3%-29.0pp |
| Annual return | 12.01% | 28.16%-16.2pp | 42.33%-30.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,734 | $7,142-75.7% | $9,331-81.4% | $4,212-58.8% |
| Admin fee / account holder | $64,758 | $13,977+363.3% | $16,305+297.2% | $7,344+781.8% |