Filed November 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 | $43,030 | $77,899-44.8% | $149,673-71.3% | $75,163-42.8% |
| Participation rate | 53.6% | 65.6%-12.0pp | 78.8%-25.2pp | 67.2%-13.6pp |
| Annual return | 21.49% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $151 | $3,137-95.2% | $4,818-96.9% | $2,670-94.3% |
| Participant deferral / active EE | $1,152 | $3,411-66.2% | $5,680-79.7% | $4,125-72.1% |
| Admin fee / account holder | $9,975 | $5,956+67.5% | $13,210-24.5% | $5,651+76.5% |