Filed June 14, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,775 | $91,538+198.0% | $129,995+109.8% | $75,163+262.9% |
| Participation rate | 69.7% | 71.4%-1.7pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 18.34% | -631.11%+649.4pp | -137.18%+155.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $27 | $2,845-99.0% | $4,320-99.4% | $2,670-99.0% |
| Participant deferral / active EE | $7,913 | $4,341+82.3% | $5,820+36.0% | $4,125+91.8% |
| Admin fee / account holder | $29,126 | $6,790+328.9% | $10,614+174.4% | $5,651+415.4% |