Filed April 2, 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 | $55,993 | $87,013-35.6% | $106,213-47.3% | $80,856-30.7% |
| Participation rate | 65.1% | 70.4%-5.3pp | 75.3%-10.2pp | 67.6%-2.5pp |
| Annual return | 2.16% | 17.05%-14.9pp | 116.14%-114.0pp | 35.59%-33.4pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,270 | $3,986-68.1% | $5,016-74.7% | $4,296-70.4% |
| Admin fee / account holder | $11,178 | $8,431+32.6% | $11,033+1.3% | $6,918+61.6% |