Filed June 22, 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 | $19,281 | $46,869-58.9% | $122,332-84.2% | $70,131-72.5% |
| Participation rate | 15.9% | 58.2%-42.3pp | 71.6%-55.8pp | 69.5%-53.7pp |
| Annual return | 9.10% | 24.22%-15.1pp | 30.27%-21.2pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $266 | $2,166-87.7% | $3,287-91.9% | $3,332-92.0% |
| Admin fee / account holder | $8,023 | $3,322+141.5% | $5,478+46.5% | $4,645+72.7% |