Filed January 23, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,801 | $78,705+138.6% | $117,854+59.4% | $70,131+167.8% |
| Participation rate | 68.0% | 73.2%-5.2pp | 79.7%-11.7pp | 69.5%-1.5pp |
| Annual return | 15.51% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $465 | $2,223-79.1% | $3,786-87.7% | $2,342-80.2% |
| Participant deferral / active EE | $3,293 | $3,297-0.1% | $4,482-26.5% | $3,332-1.2% |
| Admin fee / account holder | $3,197 | $5,065-36.9% | $8,020-60.1% | $4,645-31.2% |