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 | $39,991 | $140,986-71.6% | $198,754-79.9% | $116,875-65.8% |
| Participation rate | 45.5% | 77.3%-31.8pp | 81.4%-36.0pp | 74.5%-29.1pp |
| Annual return | 6.38% | 18.14%-11.8pp | 4947.04%-4940.7pp | 16.29%-9.9pp |
| Employer contribution / active EE | $0 | $4,137-100.0% | $4,008-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $837 | $3,620-76.9% | $4,138-79.8% | $3,885-78.5% |
| Admin fee / account holder | $18,153 | $11,748+54.5% | $12,082+50.2% | $12,263+48.0% |