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 | $285,136 | $101,724+180.3% | $164,813+73.0% | $80,856+252.6% |
| Participation rate | 68.9% | 71.8%-3.0pp | 78.6%-9.8pp | 67.6%+1.2pp |
| Annual return | 13.31% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $468 | $2,953-84.1% | $4,341-89.2% | $2,755-83.0% |
| Participant deferral / active EE | $7,426 | $4,477+65.8% | $6,031+23.1% | $4,296+72.9% |
| Admin fee / account holder | $31,440 | $8,227+282.1% | $12,690+147.8% | $6,918+354.5% |