Filed June 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,499 | $65,703-18.6% | $94,224-43.2% | $59,632-10.3% |
| Participation rate | 62.9% | 72.1%-9.3pp | 78.8%-15.9pp | 68.7%-5.8pp |
| Annual return | 4.73% | 5.22%-0.5pp | 10.68%-6.0pp | 2041.28%-2036.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,652 | $3,143-47.4% | $4,320-61.8% | $3,192-48.2% |
| Admin fee / account holder | $3,950 | $4,264-7.4% | $6,269-37.0% | $4,297-8.1% |