Filed March 15, 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 | $23,429 | $53,516-56.2% | $126,539-81.5% | $84,808-72.4% |
| Participation rate | 22.6% | 58.2%-35.6pp | 69.8%-47.2pp | 68.3%-45.7pp |
| Annual return | 9.38% | 58.34%-49.0pp | 425.95%-416.6pp | 40.90%-31.5pp |
| Employer contribution / active EE | $126 | $1,535-91.8% | $3,674-96.6% | $2,631-95.2% |
| Participant deferral / active EE | $878 | $2,671-67.1% | $4,083-78.5% | $4,212-79.1% |
| Admin fee / account holder | $7,422 | $4,497+65.1% | $6,065+22.4% | $7,344+1.1% |