Filed April 13, 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 | $25,479 | $67,411-62.2% | $91,001-72.0% | $70,131-63.7% |
| Participation rate | 42.6% | 71.4%-28.8pp | 75.6%-33.0pp | 69.5%-26.9pp |
| Annual return | 10.81% | -40.16%+51.0pp | 4.60%+6.2pp | 73.14%-62.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $885 | $2,823-68.6% | $3,547-75.0% | $3,332-73.4% |
| Admin fee / account holder | $1,179 | $4,236-72.2% | $5,417-78.2% | $4,645-74.6% |