Filed August 1, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,527 | $72,492+16.6% | $87,100-3.0% | $72,985+15.8% |
| Participation rate | 51.4% | 72.8%-21.5pp | 76.9%-25.5pp | 69.5%-18.1pp |
| Annual return | 20.04% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-61.0pp |
| Employer contribution / active EE | $481 | $1,894-74.6% | $2,521-80.9% | $2,440-80.3% |
| Participant deferral / active EE | $1,348 | $3,270-58.8% | $4,049-66.7% | $3,607-62.6% |
| Admin fee / account holder | $9,090 | $5,055+79.8% | $7,497+21.3% | $5,124+77.4% |