Filed January 25, 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 | $69,455 | $69,362+0.1% | $101,248-31.4% | $73,488-5.5% |
| Participation rate | 37.0% | 68.4%-31.3pp | 75.8%-38.8pp | 70.7%-33.6pp |
| Annual return | 15.85% | 18.46%-2.6pp | 46.47%-30.6pp | 28.51%-12.7pp |
| Employer contribution / active EE | $714 | $2,628-72.8% | $3,660-80.5% | $2,270-68.5% |
| Participant deferral / active EE | $1,147 | $3,300-65.3% | $4,370-73.8% | $3,740-69.3% |
| Admin fee / account holder | $7,428 | $704+955.7% | $5,945+24.9% | $513+1347.7% |