Filed January 6, 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 | $24,712 | $53,127-53.5% | $86,590-71.5% | $70,131-64.8% |
| Participation rate | 28.4% | 65.3%-36.9pp | 73.5%-45.2pp | 69.5%-41.2pp |
| Annual return | 10.74% | 27.66%-16.9pp | 964.84%-954.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $318 | $2,068-84.6% | $2,839-88.8% | $2,342-86.4% |
| Participant deferral / active EE | $403 | $2,696-85.1% | $3,609-88.8% | $3,332-87.9% |
| Admin fee / account holder | $3,175 | $3,585-11.4% | $4,906-35.3% | $4,645-31.7% |