Filed February 24, 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 | $251,173 | $101,724+146.9% | $164,813+52.4% | $80,856+210.6% |
| Participation rate | 56.0% | 71.8%-15.8pp | 78.6%-22.6pp | 67.6%-11.6pp |
| Annual return | 24.89% | 16.72%+8.2pp | 69.93%-45.0pp | 35.59%-10.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,387 | $4,477+42.6% | $6,031+5.9% | $4,296+48.7% |
| Admin fee / account holder | $54,397 | $8,227+561.2% | $12,690+328.7% | $6,918+686.3% |