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 | $52,353-55.2% | $120,225-80.5% | $82,448-71.6% |
| Participation rate | 22.6% | 58.3%-35.7pp | 69.6%-46.9pp | 68.1%-45.4pp |
| Annual return | 9.38% | 61.85%-52.5pp | 439.23%-429.8pp | 41.64%-32.3pp |
| Employer contribution / active EE | $126 | $1,510-91.7% | $3,475-96.4% | $2,551-95.1% |
| Participant deferral / active EE | $878 | $2,627-66.6% | $3,999-78.0% | $4,139-78.8% |
| Admin fee / account holder | $7,422 | $4,363+70.1% | $5,696+30.3% | $7,234+2.6% |