Filed August 10, 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 | $72,467 | $140,986-48.6% | $198,754-63.5% | $116,875-38.0% |
| Participation rate | 48.9% | 77.3%-28.4pp | 81.4%-32.5pp | 74.5%-25.6pp |
| Annual return | 12.31% | 18.14%-5.8pp | 4947.04%-4934.7pp | 16.29%-4.0pp |
| Employer contribution / active EE | $770 | $4,137-81.4% | $4,008-80.8% | $3,288-76.6% |
| Participant deferral / active EE | $2,876 | $3,620-20.6% | $4,138-30.5% | $3,885-26.0% |
| Admin fee / account holder | $1,659 | $11,748-85.9% | $12,082-86.3% | $12,263-86.5% |